-42.2%
INTU vs USFD
+188.3%
-230.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.7% |
| 7D | +0.1% | +3.0% | -2.8% | -1.2% |
| 30D | +15.4% | +11.1% | +4.4% | +10.6% |
| 3M | +6.6% | -0.3% | +6.9% | +6.4% |
| 6M | -11.3% | +15.9% | -27.2% | -17.2% |
| YTD | -47.7% | +41.6% | -89.3% | -56.8% |
| 1Y | -47.0% | +49.4% | -96.4% | -57.6% |
| 3Y | -29.9% | +157.8% | -187.8% | -59.1% |
| All | -42.2% | +188.3% | -230.5% | -70.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling