+727.5%
TEAM vs USFD
+329.0%
+398.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.3% | -2.5% |
| 7D | -0.4% | -3.0% | +2.6% | +0.2% |
| 30D | +67.3% | +3.5% | +63.8% | +65.9% |
| 3M | +86.8% | +26.6% | +60.2% | +77.2% |
| 6M | +146.8% | +11.7% | +135.1% | +139.4% |
| YTD | +16.9% | +38.1% | -21.2% | +7.0% |
| 1Y | +12.8% | +33.4% | -20.6% | +4.0% |
| 3Y | -7.3% | +155.8% | -163.1% | -25.8% |
| 5Y | -50.7% | +214.0% | -264.7% | -62.0% |
| 10Y | +529.8% | +320.4% | +209.5% | +384.6% |
| All | +727.5% | +329.0% | +398.5% | +542.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling