+1,098.9%
ATI vs USFD
+215.8%
+883.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.3% | +3.2% |
| 7D | -0.1% | -3.0% | +3.0% | +1.4% |
| 30D | +2.7% | +3.5% | -0.8% | +1.0% |
| 3M | +16.3% | +26.6% | -10.3% | +2.2% |
| 6M | +30.2% | +11.7% | +18.5% | +21.8% |
| YTD | +83.6% | +38.1% | +45.4% | +51.9% |
| 1Y | +173.0% | +33.4% | +139.6% | +129.3% |
| 3Y | +356.6% | +155.8% | +200.8% | +176.8% |
| All | +1,098.9% | +215.8% | +883.1% | +516.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling