-8.5%
RGTI vs USFD
+22.2%
-30.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.5% | +0.8% |
| 7D | +0.5% | -8.4% | +8.8% | +1.4% |
| 30D | -17.1% | -14.1% | -3.0% | -15.9% |
| 3M | -26.0% | +4.5% | -30.5% | -26.8% |
| 6M | -9.9% | +4.4% | -14.2% | -9.0% |
| YTD | -31.1% | +26.6% | -57.6% | -44.6% |
| 1Y | -8.5% | +19.4% | -27.9% | -7.9% |
| All | -8.5% | +22.2% | -30.8% | -7.9% |
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