+214.3%
USFD vs BBAI
-80.9%
+295.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.7% | +7.9% | +0.3% |
| 7D | +1.7% | -14.0% | +15.6% | +1.9% |
| 30D | +10.2% | -12.4% | +22.5% | +10.3% |
| 3M | -1.5% | -42.8% | +41.3% | -0.8% |
| 6M | +27.3% | -54.6% | +82.0% | +28.5% |
| YTD | +44.0% | -64.6% | +108.6% | +45.6% |
| 1Y | +50.4% | -69.9% | +120.2% | +52.3% |
| 3Y | +153.6% | +7.3% | +146.3% | +150.2% |
| All | +214.3% | -80.9% | +295.1% | +225.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling