+5.6%
BTI vs USFD
+34.2%
-28.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -1.0% |
| 7D | -1.4% | -3.0% | +1.6% | -0.7% |
| 30D | -6.6% | +3.5% | -10.1% | -7.5% |
| 3M | -3.0% | +26.6% | -29.6% | -8.4% |
| 6M | -6.7% | +11.7% | -18.4% | -9.4% |
| YTD | +0.6% | +38.1% | -37.6% | -6.2% |
| 1Y | +5.6% | +33.4% | -27.8% | +0.7% |
| All | +5.6% | +34.2% | -28.6% | +0.7% |
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