+172.6%
USFD vs BBAI
-70.8%
+243.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.7% | -0.3% |
| 7D | -3.0% | -4.3% | +1.3% | -3.0% |
| 30D | +3.5% | -3.6% | +7.2% | +3.6% |
| 3M | +26.6% | -38.8% | +65.4% | +27.3% |
| 6M | +11.7% | -23.8% | +35.5% | +11.9% |
| YTD | +38.1% | -45.9% | +84.1% | +38.9% |
| 1Y | +33.4% | -40.8% | +74.2% | +33.8% |
| 3Y | +155.8% | +69.8% | +86.0% | +150.9% |
| 5Y | +214.0% | -70.3% | +284.4% | +221.6% |
| All | +172.6% | -70.8% | +243.4% | +178.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling