-33.1%
INFY vs USFD
+149.2%
-182.2%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.5% | +3.7% | -0.9% |
| 7D | -8.7% | -7.0% | -1.7% | -7.6% |
| 30D | -13.0% | -10.3% | -2.7% | -11.4% |
| 3M | -8.8% | +9.2% | -18.0% | -9.8% |
| 6M | -22.6% | +7.4% | -30.0% | -23.2% |
| YTD | -37.3% | +29.4% | -66.7% | -41.5% |
| 1Y | -33.4% | +24.8% | -58.2% | -37.1% |
| All | -33.1% | +149.2% | -182.2% | -49.1% |
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