+50.3%
INTC vs USFD
+159.2%
-108.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.2% | +7.9% | +7.7% |
| 7D | -14.4% | +3.0% | -17.4% | -15.0% |
| 30D | -50.2% | +11.1% | -61.3% | -51.7% |
| 3M | -43.6% | -0.3% | -43.3% | -43.7% |
| 6M | -50.2% | +15.9% | -66.1% | -53.1% |
| YTD | +52.5% | +41.6% | +10.9% | +29.2% |
| 1Y | +51.1% | +49.4% | +1.7% | +24.1% |
| 3Y | +50.3% | +157.8% | -107.6% | +3.9% |
| All | +50.3% | +159.2% | -108.9% | +3.9% |
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