-26.9%
INFY vs USFD
+34.2%
-61.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.9% | -3.2% |
| 7D | -2.9% | -3.0% | +0.1% | -3.1% |
| 30D | -6.2% | +3.5% | -9.8% | -6.0% |
| 3M | -4.9% | +26.6% | -31.5% | -0.6% |
| 6M | -16.6% | +11.7% | -28.3% | -14.6% |
| YTD | -32.9% | +38.1% | -71.1% | -31.2% |
| 1Y | -26.9% | +33.4% | -60.3% | -23.6% |
| All | -26.9% | +34.2% | -61.1% | -23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling