+339.6%
DELL vs USFD
+32.2%
+307.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +1.7% |
| 7D | +25.6% | -3.3% | +29.0% | +24.9% |
| 30D | +17.7% | -5.3% | +23.0% | +16.8% |
| 3M | +33.4% | +18.8% | +14.7% | +34.8% |
| 6M | +266.2% | +14.3% | +251.9% | +271.3% |
| YTD | +328.0% | +36.9% | +291.1% | +323.4% |
| 1Y | +339.6% | +31.7% | +307.9% | +317.6% |
| All | +339.6% | +32.2% | +307.4% | +317.6% |
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