-0.3%
SPOT vs USFD
+49.6%
-49.9%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.5% | -3.9% | +5.4% |
| 7D | +16.6% | +7.8% | +8.7% | +17.4% |
| 30D | +29.9% | +16.2% | +13.8% | +32.7% |
| 3M | +31.3% | +11.0% | +20.3% | +33.1% |
| 6M | +43.2% | +20.7% | +22.5% | +49.0% |
| YTD | +8.1% | +46.0% | -37.9% | +12.3% |
| 1Y | -0.3% | +49.8% | -50.1% | +3.0% |
| All | -0.3% | +49.6% | -49.9% | +3.0% |
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 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