-29.9%
BITO vs USFD
+34.2%
-64.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | +2.9% | -3.0% | +5.9% | +3.4% |
| 30D | +22.6% | +3.5% | +19.1% | +21.8% |
| 3M | +24.7% | +26.6% | -1.9% | +18.2% |
| 6M | +7.5% | +11.7% | -4.2% | +4.7% |
| YTD | -10.8% | +38.1% | -48.9% | -21.4% |
| 1Y | -29.9% | +33.4% | -63.3% | -38.8% |
| All | -29.9% | +34.2% | -64.1% | -38.8% |
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