+93.9%
INTC vs USFD
+215.8%
-122.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.6% |
| 7D | +7.1% | -3.0% | +10.1% | +8.3% |
| 30D | -5.2% | +3.5% | -8.7% | -6.6% |
| 3M | -14.3% | +26.6% | -40.9% | -23.0% |
| 6M | +110.2% | +11.7% | +98.5% | +98.5% |
| YTD | +159.6% | +38.1% | +121.5% | +121.0% |
| 1Y | +289.3% | +33.4% | +255.9% | +234.9% |
| 3Y | +166.1% | +155.8% | +10.2% | +69.2% |
| All | +93.9% | +215.8% | -122.0% | +7.9% |
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