+3.6%
DUK vs USFD
+24.9%
-21.3%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.5% | +4.8% | 0.0% |
| 7D | -0.1% | -7.0% | +6.9% | +0.8% |
| 30D | +0.2% | -10.3% | +10.5% | +1.6% |
| 3M | -1.9% | +9.2% | -11.1% | -2.8% |
| 6M | -6.5% | +7.4% | -13.9% | -7.2% |
| YTD | +5.4% | +29.4% | -23.9% | +2.0% |
| 1Y | +3.6% | +24.8% | -21.3% | +3.2% |
| All | +3.6% | +24.9% | -21.3% | +3.2% |
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 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