+99.6%
FTI vs USFD
+32.2%
+67.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -2.1% |
| 7D | -0.2% | -3.3% | +3.2% | -0.1% |
| 30D | +12.3% | -5.3% | +17.7% | +12.6% |
| 3M | +13.8% | +18.8% | -5.0% | +12.7% |
| 6M | +24.3% | +14.3% | +10.0% | +23.7% |
| YTD | +75.8% | +36.9% | +38.9% | +69.3% |
| 1Y | +99.6% | +31.7% | +67.9% | +91.0% |
| All | +99.6% | +32.2% | +67.5% | +91.0% |
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