+0.7%
SYY vs USFD
+32.2%
-31.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | +0.1% |
| 7D | -2.8% | -3.3% | +0.6% | -1.5% |
| 30D | -5.3% | -5.3% | 0.0% | -3.3% |
| 3M | +5.1% | +18.8% | -13.7% | -1.6% |
| 6M | -5.0% | +14.3% | -19.3% | -9.9% |
| YTD | +10.7% | +36.9% | -26.2% | -1.2% |
| 1Y | +0.7% | +31.7% | -31.0% | -7.8% |
| All | +0.7% | +32.2% | -31.5% | -7.8% |
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 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