+243.1%
INTU vs USFD
+369.7%
-126.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.7% |
| 7D | +0.1% | +3.0% | -2.8% | -0.7% |
| 30D | +15.4% | +11.1% | +4.4% | +12.2% |
| 3M | +6.6% | -0.3% | +6.9% | +6.5% |
| 6M | -11.3% | +15.9% | -27.2% | -15.2% |
| YTD | -47.7% | +41.6% | -89.3% | -53.4% |
| 1Y | -47.0% | +49.4% | -96.4% | -53.6% |
| 3Y | -29.9% | +157.8% | -187.8% | -47.6% |
| 5Y | -42.2% | +176.6% | -218.8% | -58.2% |
| All | +243.1% | +369.7% | -126.6% | +125.4% |
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 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