+86.3%
ATI vs USFD
+49.6%
+36.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | +1.3% | +8.4% | -7.1% | -0.4% |
| 30D | -4.8% | +12.7% | -17.5% | -7.5% |
| 3M | -19.9% | +1.1% | -21.0% | -20.2% |
| 6M | +15.4% | +30.2% | -14.8% | +6.2% |
| YTD | +59.2% | +45.8% | +13.4% | +39.8% |
| 1Y | +86.3% | +51.9% | +34.3% | +61.4% |
| All | +86.3% | +49.6% | +36.7% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded USFD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling