-36.5%
HDB vs USFD
+32.2%
-68.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -2.9% |
| 7D | -2.0% | -3.3% | +1.3% | -1.6% |
| 30D | -4.9% | -5.3% | +0.5% | -4.2% |
| 3M | -2.3% | +18.8% | -21.1% | -4.4% |
| 6M | -23.7% | +14.3% | -38.0% | -24.9% |
| YTD | -38.5% | +36.9% | -75.3% | -39.5% |
| 1Y | -36.5% | +31.7% | -68.2% | -35.8% |
| All | -36.5% | +32.2% | -68.6% | -35.8% |
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