+278.3%
INTC vs USFD
+329.0%
-50.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.6% |
| 7D | +7.1% | -3.0% | +10.1% | +7.9% |
| 30D | -5.2% | +3.5% | -8.7% | -6.1% |
| 3M | -14.3% | +26.6% | -40.9% | -19.9% |
| 6M | +110.2% | +11.7% | +98.5% | +102.7% |
| YTD | +159.6% | +38.1% | +121.5% | +135.6% |
| 1Y | +289.3% | +33.4% | +255.9% | +255.7% |
| 3Y | +166.1% | +155.8% | +10.2% | +105.3% |
| 5Y | +94.4% | +214.0% | -119.7% | +41.2% |
| 10Y | +227.7% | +320.4% | -92.7% | +125.3% |
| All | +278.3% | +329.0% | -50.7% | +159.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling