+5.4%
HON vs USFD
+215.8%
-210.4%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.1% |
| 7D | -3.6% | -3.0% | -0.6% | -2.8% |
| 30D | -15.3% | +3.5% | -18.8% | -16.3% |
| 3M | -7.9% | +26.6% | -34.5% | -14.6% |
| 6M | -18.1% | +11.7% | -29.8% | -21.2% |
| YTD | +3.8% | +38.1% | -34.3% | -7.4% |
| 1Y | +0.5% | +33.4% | -32.9% | -9.5% |
| 3Y | +19.8% | +155.8% | -136.1% | -13.2% |
| All | +5.4% | +215.8% | -210.4% | -31.0% |
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 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