+54.0%
FTI vs USFD
+49.2%
+4.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +4.3% | +1.7% | +2.6% | +4.4% |
| 30D | -4.7% | +10.2% | -14.8% | -4.4% |
| 3M | -13.5% | -1.5% | -12.0% | -13.0% |
| 6M | -8.7% | +27.3% | -36.1% | -8.8% |
| YTD | +49.0% | +44.0% | +5.0% | +45.0% |
| 1Y | +54.0% | +50.4% | +3.7% | +49.2% |
| All | +54.0% | +49.2% | +4.8% | +49.2% |
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