-15.7%
TEAM vs USFD
+163.9%
-179.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.0% |
| 7D | -22.2% | +8.4% | -30.6% | -23.7% |
| 30D | -28.1% | +12.7% | -40.9% | -30.3% |
| 3M | -2.2% | +1.1% | -3.3% | -2.6% |
| 6M | +62.2% | +30.2% | +32.1% | +51.3% |
| YTD | -8.4% | +45.8% | -54.2% | -23.0% |
| 1Y | -6.6% | +51.9% | -58.6% | -23.8% |
| 3Y | -15.7% | +158.5% | -174.2% | -36.9% |
| All | -15.7% | +163.9% | -179.6% | -36.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling