+21.2%
BDX vs USFD
+32.2%
-11.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.1% | -2.9% |
| 7D | -4.3% | -3.3% | -0.9% | -3.7% |
| 30D | +1.3% | -5.3% | +6.6% | +2.2% |
| 3M | +20.2% | +18.8% | +1.5% | +18.3% |
| 6M | +8.6% | +14.3% | -5.7% | +7.1% |
| YTD | +19.0% | +36.9% | -17.9% | +13.7% |
| 1Y | +21.2% | +31.7% | -10.5% | +18.2% |
| All | +21.2% | +32.2% | -11.0% | +18.2% |
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 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