+24.8%
USFD vs AMP
+14.0%
+10.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.6% | -5.4% |
| 7D | -7.0% | 0.0% | -7.0% | -7.0% |
| 30D | -10.3% | -1.0% | -9.3% | -10.2% |
| 3M | +9.2% | +23.2% | -14.1% | +7.8% |
| 6M | +7.4% | +20.4% | -13.0% | +6.0% |
| YTD | +29.4% | +13.6% | +15.7% | +27.1% |
| 1Y | +24.8% | +13.4% | +11.5% | +22.7% |
| All | +24.8% | +14.0% | +10.9% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 1y: compounded portfolio wealth divided by compounded AMP 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…
1y analysis · Full analysis span regression · 6 months rolling