+122.2%
INTC vs USFD
+339.9%
-217.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.2% | +7.9% | +7.8% |
| 7D | -14.4% | +3.0% | -17.4% | -15.2% |
| 30D | -50.2% | +11.1% | -61.3% | -51.7% |
| 3M | -43.6% | -0.3% | -43.3% | -43.9% |
| 6M | -50.2% | +15.9% | -66.1% | -52.6% |
| YTD | +52.5% | +41.6% | +10.9% | +36.8% |
| 1Y | +51.1% | +49.4% | +1.7% | +33.5% |
| 3Y | +50.3% | +157.8% | -107.6% | +15.2% |
| 5Y | +19.2% | +176.6% | -157.5% | -11.7% |
| 10Y | +105.1% | +375.4% | -270.2% | +39.3% |
| All | +122.2% | +339.9% | -217.6% | +50.4% |
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