-6.2%
BN vs USFD
+49.7%
-55.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.1% | +0.8% | +3.1% |
| 7D | +3.6% | +3.9% | -0.3% | +2.6% |
| 30D | +15.9% | +12.8% | +3.0% | +13.2% |
| 3M | -2.3% | +1.0% | -3.3% | -3.2% |
| 6M | -8.4% | +30.3% | -38.7% | -12.8% |
| YTD | -5.9% | +46.0% | -51.8% | -14.3% |
| All | -6.2% | +49.7% | -55.9% | -15.8% |
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