+21.1%
UNFI vs SPY
+82.3%
-61.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | 0.0% |
| 7D | +1.2% | -0.8% | +1.9% | +1.9% |
| 30D | -7.2% | -1.1% | -6.1% | -6.3% |
| 3M | -10.9% | +3.9% | -14.7% | -14.2% |
| 6M | +9.1% | +13.6% | -4.6% | -4.0% |
| YTD | +32.0% | +12.7% | +19.3% | +17.1% |
| 1Y | +50.0% | +17.5% | +32.5% | +27.7% |
| 3Y | +144.8% | +76.9% | +67.9% | +40.5% |
| All | +21.1% | +82.3% | -61.2% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 5y: compounded portfolio wealth divided by compounded SPY 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…
5y analysis · Full analysis span regression · 6 months rolling