+475.2%
TEAM vs USFD
+322.5%
+152.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.9% | -6.0% | -6.7% |
| 7D | -5.7% | -3.3% | -2.3% | -5.0% |
| 30D | +18.3% | -5.3% | +23.7% | +19.7% |
| 3M | +80.2% | +18.8% | +61.4% | +73.4% |
| 6M | +111.0% | +14.3% | +96.7% | +103.6% |
| YTD | +8.8% | +36.9% | -28.1% | -0.3% |
| 1Y | +2.2% | +31.7% | -29.6% | -5.6% |
| 3Y | -14.6% | +164.5% | -179.1% | -32.2% |
| 5Y | -53.8% | +212.6% | -266.4% | -64.4% |
| 10Y | +475.2% | +329.7% | +145.5% | +343.1% |
| All | +475.2% | +322.5% | +152.7% | +343.1% |
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