+949.2%
ATI vs USFD
+215.4%
+733.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -7.3% |
| 3M | -19.4% | -1.5% | -17.9% | -19.3% |
| 6M | +11.1% | +27.3% | -16.3% | -2.8% |
| YTD | +59.5% | +44.0% | +15.6% | +29.2% |
| 1Y | +85.8% | +50.4% | +35.4% | +46.8% |
| 3Y | +311.9% | +153.6% | +158.3% | +153.2% |
| All | +949.2% | +215.4% | +733.8% | +460.5% |
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