-6.4%
T vs USFD
+49.6%
-56.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.5% | -6.4% | +0.8% |
| 7D | +5.5% | +7.8% | -2.4% | +4.2% |
| 30D | -8.9% | +16.2% | -25.1% | -10.6% |
| 3M | -5.6% | +11.0% | -16.6% | -6.9% |
| 6M | -14.3% | +20.7% | -35.0% | -15.8% |
| YTD | -7.9% | +46.0% | -53.9% | -9.3% |
| 1Y | -6.4% | +49.8% | -56.2% | -7.8% |
| All | -6.4% | +49.6% | -56.0% | -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