+14.5%
NET vs USFD
+49.6%
-35.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +8.5% | -11.0% | -0.7% |
| 7D | -16.4% | +7.8% | -24.2% | -14.8% |
| 30D | -25.8% | +16.2% | -42.0% | -23.6% |
| 3M | -11.5% | +11.0% | -22.5% | -9.5% |
| 6M | +18.9% | +20.7% | -1.8% | +23.1% |
| YTD | +35.2% | +46.0% | -10.7% | +29.8% |
| 1Y | +14.5% | +49.8% | -35.3% | +8.4% |
| All | +14.5% | +49.6% | -35.1% | +8.4% |
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 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