+373.2%
BE vs USFD
+33.4%
+339.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.7% | +7.4% |
| 7D | +20.0% | -3.0% | +23.0% | +20.0% |
| 30D | +7.9% | +3.5% | +4.4% | +8.2% |
| 3M | -13.2% | +26.6% | -39.8% | -17.2% |
| 6M | +53.5% | +11.7% | +41.8% | +52.8% |
| YTD | +191.0% | +38.1% | +152.9% | +160.3% |
| All | +373.2% | +33.4% | +339.8% | +327.2% |
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