+159.9%
DELL vs USFD
+49.2%
+110.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.2% | -7.4% | -7.1% |
| 7D | +4.9% | +1.7% | +3.2% | +5.2% |
| 30D | -32.1% | +10.2% | -42.2% | -30.1% |
| 3M | -30.2% | -1.5% | -28.7% | -29.6% |
| 6M | +41.7% | +27.3% | +14.4% | +46.7% |
| YTD | +176.6% | +44.0% | +132.6% | +170.6% |
| 1Y | +159.9% | +50.4% | +109.6% | +148.0% |
| All | +159.9% | +49.2% | +110.7% | +148.0% |
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