+189.8%
HOOD vs USFD
+215.8%
-26.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.9% |
| 7D | +17.1% | -3.0% | +20.1% | +19.4% |
| 30D | +31.6% | +3.5% | +28.1% | +28.0% |
| 3M | +38.2% | +26.6% | +11.7% | +15.1% |
| 6M | +48.5% | +11.7% | +36.8% | +34.3% |
| YTD | +8.0% | +38.1% | -30.2% | -20.6% |
| 1Y | +18.7% | +33.4% | -14.7% | -10.4% |
| 3Y | +999.1% | +155.8% | +843.3% | +410.1% |
| All | +189.8% | +215.8% | -26.0% | +9.6% |
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