-7.9%
RGTI vs USFD
+215.4%
-223.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.2% | -7.1% | -7.0% |
| 7D | -18.1% | +1.7% | -19.8% | -18.9% |
| 30D | -17.6% | +10.2% | -27.8% | -23.4% |
| 3M | -48.3% | -1.5% | -46.8% | -48.1% |
| 6M | -47.8% | +27.3% | -75.1% | -58.1% |
| YTD | -56.6% | +44.0% | -100.6% | -70.1% |
| 1Y | -61.8% | +50.4% | -112.2% | -74.6% |
| 3Y | +807.5% | +153.6% | +654.0% | +324.8% |
| All | -7.9% | +215.4% | -223.3% | -63.0% |
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