+57.0%
RGTI vs USFD
+197.4%
-140.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.5% | +1.9% | +0.2% |
| 7D | +2.5% | -7.0% | +9.5% | +7.7% |
| 30D | -13.7% | -10.3% | -3.4% | -7.0% |
| 3M | -22.6% | +9.2% | -31.8% | -28.7% |
| 6M | -13.4% | +7.4% | -20.8% | -20.3% |
| YTD | -31.2% | +29.4% | -60.6% | -47.6% |
| 1Y | -7.6% | +24.8% | -32.5% | -27.1% |
| 3Y | +669.7% | +150.0% | +519.7% | +286.6% |
| 5Y | +57.0% | +195.5% | -138.4% | -27.0% |
| All | +57.0% | +197.4% | -140.3% | -27.0% |
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