+128.7%
BTI vs USFD
+359.1%
-230.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.2% |
| 7D | -3.2% | +1.3% | -4.5% | -3.5% |
| 30D | +9.7% | +10.6% | -0.9% | +7.9% |
| 3M | +11.1% | -2.4% | +13.5% | +11.4% |
| 6M | -1.2% | +28.9% | -30.1% | -5.4% |
| YTD | +12.7% | +43.7% | -31.1% | +5.9% |
| 1Y | +15.8% | +48.5% | -32.7% | +8.2% |
| 3Y | +148.9% | +154.7% | -5.8% | +111.8% |
| 5Y | +151.9% | +218.4% | -66.5% | +104.1% |
| All | +128.7% | +359.1% | -230.3% | +65.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling