+221.6%
INTU vs USFD
+322.6%
-101.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.3% |
| 7D | -7.1% | -3.0% | -4.1% | -6.3% |
| 30D | +1.5% | +3.5% | -2.1% | +0.3% |
| 3M | +10.7% | +26.6% | -15.9% | +3.6% |
| 6M | -23.8% | +11.7% | -35.5% | -26.6% |
| YTD | -49.3% | +38.1% | -87.4% | -54.5% |
| 1Y | -49.7% | +33.4% | -83.0% | -54.4% |
| 3Y | -38.0% | +155.8% | -193.8% | -53.6% |
| 5Y | -38.7% | +214.0% | -252.8% | -57.0% |
| All | +221.6% | +322.6% | -101.0% | +105.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling