+58.6%
GH vs USFD
+49.6%
+9.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | -11.2% | +8.4% | -19.6% | -10.5% |
| 30D | -7.2% | +12.7% | -20.0% | -6.4% |
| 3M | -7.1% | +1.1% | -8.2% | -5.9% |
| 6M | +62.3% | +30.2% | +32.2% | +64.9% |
| YTD | +52.1% | +45.8% | +6.3% | +43.4% |
| 1Y | +58.6% | +51.9% | +6.7% | +45.5% |
| All | +58.6% | +49.6% | +9.1% | +45.5% |
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