+144.0%
BTI vs USFD
+159.2%
-15.2%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | -1.0% | +3.0% | -4.0% | -1.7% |
| 30D | +13.0% | +11.1% | +1.9% | +10.6% |
| 3M | +5.3% | -0.3% | +5.6% | +5.2% |
| 6M | +5.3% | +15.9% | -10.6% | +2.2% |
| YTD | +12.4% | +41.6% | -29.2% | +5.6% |
| 1Y | +18.9% | +49.4% | -30.5% | +10.9% |
| 3Y | +144.0% | +157.8% | -13.8% | +91.3% |
| All | +144.0% | +159.2% | -15.2% | +91.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling