+147.3%
RTX vs USFD
+208.7%
-61.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -1.7% | +8.4% | -10.1% | -3.9% |
| 30D | +7.7% | +12.7% | -5.1% | +4.2% |
| 3M | -10.3% | +1.1% | -11.5% | -10.8% |
| 6M | +14.6% | +30.2% | -15.6% | +6.1% |
| YTD | +10.4% | +45.8% | -35.5% | -1.6% |
| 1Y | +13.5% | +51.9% | -38.4% | 0.0% |
| 3Y | +158.6% | +158.5% | +0.1% | +92.9% |
| 5Y | +147.3% | +208.0% | -60.8% | +68.7% |
| All | +147.3% | +208.7% | -61.5% | +68.7% |
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