+50.0%
BMY vs USFD
+34.2%
+15.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | +0.4% | -3.0% | +3.4% | +0.8% |
| 30D | +5.0% | +3.5% | +1.5% | +4.3% |
| 3M | +19.4% | +26.6% | -7.2% | +14.7% |
| 6M | +9.5% | +11.7% | -2.2% | +7.3% |
| YTD | +28.1% | +38.1% | -10.1% | +21.9% |
| 1Y | +50.0% | +33.4% | +16.6% | +39.8% |
| All | +50.0% | +34.2% | +15.8% | +39.8% |
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