+26.4%
P vs USFD
+34.2%
-7.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.4% |
| 7D | +6.5% | -3.0% | +9.6% | +6.6% |
| 30D | +18.8% | +3.5% | +15.3% | +18.9% |
| 3M | +26.7% | +26.6% | +0.2% | +26.4% |
| 6M | +62.2% | +11.7% | +50.5% | +62.9% |
| YTD | +48.5% | +38.1% | +10.4% | +32.7% |
| 1Y | +26.4% | +33.4% | -7.0% | +13.2% |
| All | +26.4% | +34.2% | -7.8% | +13.2% |
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