+443.6%
TEAM vs USFD
+359.9%
+83.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | -2.4% | +1.7% | -4.1% | -2.8% |
| 30D | -26.7% | +10.2% | -36.9% | -28.4% |
| 3M | -9.6% | -1.5% | -8.1% | -9.7% |
| 6M | +86.0% | +27.3% | +58.7% | +75.5% |
| YTD | -7.5% | +44.0% | -51.5% | -16.4% |
| 1Y | -1.4% | +50.4% | -51.7% | -11.9% |
| 3Y | -14.3% | +153.6% | -167.9% | -31.6% |
| 5Y | -66.3% | +219.0% | -285.3% | -74.3% |
| All | +443.6% | +359.9% | +83.7% | +318.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling