+9.1%
EQT vs USFD
+23.2%
-14.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.7% |
| 7D | -1.2% | -8.0% | +6.8% | -0.9% |
| 30D | +1.1% | -13.1% | +14.2% | +1.6% |
| 3M | +4.8% | +6.5% | -1.7% | +4.9% |
| 6M | -10.6% | +5.7% | -16.3% | -10.1% |
| YTD | +3.4% | +27.5% | -24.1% | +3.5% |
| All | +9.1% | +23.2% | -14.0% | +7.9% |
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