+311.9%
ATI vs USFD
+156.3%
+155.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.8% |
| 7D | +4.2% | +1.7% | +2.5% | +3.4% |
| 30D | -2.5% | +10.2% | -12.7% | -7.4% |
| 3M | -19.4% | -1.5% | -17.9% | -19.2% |
| 6M | +11.1% | +27.3% | -16.3% | -3.9% |
| YTD | +59.5% | +44.0% | +15.6% | +24.8% |
| 1Y | +85.8% | +50.4% | +35.4% | +40.9% |
| 3Y | +311.9% | +153.6% | +158.3% | +139.7% |
| All | +311.9% | +156.3% | +155.6% | +139.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling