+196.8%
USFD vs BBIO
+40.9%
+155.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.7% | +3.3% | -1.0% |
| 7D | -8.0% | -3.9% | -4.1% | -7.7% |
| 30D | -13.1% | -13.4% | +0.3% | -12.1% |
| 3M | +6.5% | +7.6% | -1.0% | +5.7% |
| 6M | +5.7% | -2.4% | +8.2% | +5.6% |
| YTD | +27.5% | -5.2% | +32.8% | +27.3% |
| 1Y | +23.4% | +36.9% | -13.5% | +19.3% |
| 3Y | +146.4% | +155.2% | -8.8% | +121.2% |
| 5Y | +196.8% | +44.0% | +152.8% | +141.9% |
| All | +196.8% | +40.9% | +155.8% | +141.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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