-57.6%
HUBS vs USFD
+149.2%
-206.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.5% | +1.2% | -2.3% |
| 7D | -6.2% | -7.0% | +0.8% | -3.8% |
| 30D | +6.6% | -10.3% | +16.9% | +10.6% |
| 3M | +16.4% | +9.2% | +7.3% | +11.3% |
| 6M | -19.7% | +7.4% | -27.2% | -23.3% |
| YTD | -42.6% | +29.4% | -72.0% | -51.4% |
| 1Y | -54.2% | +24.8% | -79.0% | -60.3% |
| All | -57.6% | +149.2% | -206.7% | -71.8% |
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 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