+53.9%
RGTI vs USFD
+149.9%
-96.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.5% | +1.9% | -0.1% |
| 7D | +2.5% | -7.0% | +9.5% | +7.3% |
| 30D | -13.7% | -10.3% | -3.4% | -7.5% |
| 3M | -22.6% | +9.2% | -31.8% | -28.2% |
| 6M | -13.4% | +7.4% | -20.8% | -19.7% |
| YTD | -31.2% | +29.4% | -60.6% | -46.1% |
| 1Y | -7.6% | +24.8% | -32.5% | -25.3% |
| 3Y | +669.7% | +150.0% | +519.7% | +320.5% |
| 5Y | +57.0% | +195.5% | -138.4% | -19.8% |
| All | +53.9% | +149.9% | -96.0% | -21.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling