-22.5%
HDB vs USFD
+213.0%
-235.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | +6.9% | -0.2% | +7.1% | +7.0% |
| 30D | +15.2% | +12.3% | +2.9% | +11.6% |
| 3M | +11.7% | -0.7% | +12.4% | +11.7% |
| 6M | +7.5% | +31.3% | -23.7% | -0.5% |
| YTD | -28.8% | +45.7% | -74.5% | -36.5% |
| 1Y | -29.1% | +52.1% | -81.2% | -37.6% |
| 3Y | -7.0% | +158.2% | -165.3% | -32.1% |
| All | -22.5% | +213.0% | -235.5% | -48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling