+80.8%
BHP vs USFD
+24.9%
+56.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.5% | +5.8% | +0.8% |
| 7D | +0.9% | -7.0% | +7.9% | +1.5% |
| 30D | +4.0% | -10.3% | +14.3% | +5.1% |
| 3M | +11.3% | +9.2% | +2.1% | +9.9% |
| 6M | +29.3% | +7.4% | +21.9% | +28.2% |
| YTD | +59.2% | +29.4% | +29.8% | +53.1% |
| 1Y | +80.8% | +24.8% | +56.0% | +73.9% |
| All | +80.8% | +24.9% | +56.0% | +73.9% |
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