+4,062.5%
DELL vs USFD
+322.5%
+3,740.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.2% |
| 7D | +25.6% | -3.3% | +29.0% | +26.9% |
| 30D | +17.7% | -5.3% | +23.0% | +19.6% |
| 3M | +33.4% | +18.8% | +14.7% | +24.7% |
| 6M | +266.2% | +14.3% | +251.9% | +245.5% |
| YTD | +328.0% | +36.9% | +291.1% | +274.6% |
| 1Y | +339.6% | +31.7% | +307.9% | +289.1% |
| 3Y | +694.6% | +164.5% | +530.1% | +448.5% |
| 5Y | +1,122.0% | +212.6% | +909.4% | +684.9% |
| 10Y | +4,062.5% | +329.7% | +3,732.8% | +2,097.2% |
| All | +4,062.5% | +322.5% | +3,740.0% | +2,097.2% |
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