+27.8%
INTC vs USFD
+215.4%
-187.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | +6.0% | +1.7% | +4.3% | +5.4% |
| 30D | -39.2% | +10.2% | -49.4% | -41.6% |
| 3M | -42.9% | -1.5% | -41.5% | -43.0% |
| 6M | -50.4% | +27.3% | -77.8% | -55.9% |
| YTD | +61.7% | +44.0% | +17.7% | +33.8% |
| 1Y | +66.1% | +50.4% | +15.8% | +34.4% |
| 3Y | +58.1% | +153.6% | -95.4% | -1.1% |
| All | +27.8% | +215.4% | -187.6% | -29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling