+179.5%
USFD vs BBAI
-77.8%
+257.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +3.0% | -14.6% | +17.6% | +3.2% |
| 30D | +11.1% | -11.6% | +22.6% | +11.2% |
| 3M | -0.3% | -26.2% | +26.0% | +0.1% |
| 6M | +15.9% | -49.2% | +65.1% | +16.8% |
| YTD | +41.6% | -58.9% | +100.5% | +42.9% |
| 1Y | +49.4% | -60.8% | +110.2% | +50.7% |
| 3Y | +157.8% | +51.0% | +106.8% | +153.7% |
| 5Y | +176.6% | -77.7% | +254.3% | +184.1% |
| All | +179.5% | -77.8% | +257.3% | +186.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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