+87.5%
BHP vs USFD
+162.9%
-75.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.9% |
| 7D | +1.3% | -3.3% | +4.6% | +2.0% |
| 30D | +4.0% | -5.3% | +9.3% | +5.1% |
| 3M | +12.3% | +18.8% | -6.5% | +7.9% |
| 6M | +30.8% | +14.3% | +16.5% | +26.6% |
| YTD | +58.8% | +36.9% | +21.9% | +45.9% |
| 1Y | +76.8% | +31.7% | +45.1% | +63.9% |
| 3Y | +87.5% | +164.5% | -77.0% | +40.3% |
| All | +87.5% | +162.9% | -75.5% | +40.3% |
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