+22.5%
HON vs USFD
+165.3%
-142.8%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.0% |
| 7D | -3.6% | -3.0% | -0.6% | -2.9% |
| 30D | -15.3% | +3.5% | -18.8% | -16.1% |
| 3M | -7.9% | +26.6% | -34.5% | -14.2% |
| 6M | -18.1% | +11.7% | -29.8% | -20.9% |
| YTD | +3.8% | +38.1% | -34.3% | -7.5% |
| 1Y | +0.5% | +33.4% | -32.9% | -9.4% |
| All | +22.5% | +165.3% | -142.8% | -13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling