+122.9%
FIX vs USFD
+34.2%
+88.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +1.9% |
| 7D | +6.0% | -3.0% | +9.0% | +6.2% |
| 30D | -7.2% | +3.5% | -10.8% | -7.4% |
| 3M | -15.9% | +26.6% | -42.4% | -19.3% |
| 6M | +12.7% | +11.7% | +1.0% | +10.9% |
| YTD | +72.8% | +38.1% | +34.7% | +61.7% |
| 1Y | +122.9% | +33.4% | +89.5% | +98.4% |
| All | +122.9% | +34.2% | +88.7% | +98.4% |
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