-47.7%
INTU vs USFD
+50.4%
-98.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.6% | -0.8% |
| 7D | -4.1% | +1.3% | -5.4% | -4.1% |
| 30D | +12.8% | +10.6% | +2.3% | +13.8% |
| 3M | +2.1% | -2.4% | +4.5% | +0.8% |
| 6M | -11.5% | +28.9% | -40.4% | -5.4% |
| YTD | -47.9% | +43.7% | -91.6% | -42.1% |
| 1Y | -47.7% | +48.5% | -96.2% | -41.8% |
| All | -47.7% | +50.4% | -98.0% | -41.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling