+326.8%
INTC vs USFD
+32.2%
+294.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.9% | +10.0% | +9.0% |
| 7D | +17.4% | -3.3% | +20.8% | +17.3% |
| 30D | +2.8% | -5.3% | +8.1% | +2.7% |
| 3M | -5.3% | +18.8% | -24.0% | -6.6% |
| 6M | +140.6% | +14.3% | +126.3% | +138.8% |
| YTD | +183.1% | +36.9% | +146.2% | +174.2% |
| 1Y | +326.8% | +31.7% | +295.0% | +288.3% |
| All | +326.8% | +32.2% | +294.6% | +288.3% |
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