+235.3%
INTU vs USFD
+368.6%
-133.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.0% | -1.8% |
| 7D | -3.9% | +3.9% | -7.9% | -5.0% |
| 30D | +11.7% | +12.8% | -1.1% | +8.1% |
| 3M | +4.5% | +1.0% | +3.5% | +4.0% |
| 6M | -13.9% | +30.3% | -44.1% | -20.2% |
| YTD | -48.2% | +46.0% | -94.2% | -54.2% |
| 1Y | -47.1% | +49.6% | -96.8% | -53.7% |
| 3Y | -32.5% | +166.3% | -198.8% | -50.0% |
| 5Y | -42.6% | +208.4% | -250.9% | -59.5% |
| 10Y | +235.3% | +371.2% | -135.9% | +117.6% |
| All | +235.3% | +368.6% | -133.3% | +117.6% |
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