-7.0%
BDX vs USFD
+165.3%
-172.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.5% |
| 7D | -2.5% | -3.0% | +0.5% | -2.0% |
| 30D | +8.3% | +3.5% | +4.7% | +7.6% |
| 3M | +24.4% | +26.6% | -2.2% | +20.4% |
| 6M | +9.2% | +11.7% | -2.5% | +7.3% |
| YTD | +22.7% | +38.1% | -15.4% | +16.3% |
| 1Y | +25.9% | +33.4% | -7.5% | +19.9% |
| All | -7.0% | +165.3% | -172.3% | -22.4% |
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 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