+189.2%
USFD vs BBIO
+144.2%
+44.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -3.3% | -2.4% | -1.0% | -3.0% |
| 30D | -5.3% | -11.5% | +6.2% | -3.6% |
| 3M | +18.8% | +11.0% | +7.8% | +16.5% |
| 6M | +14.3% | +14.4% | -0.1% | +11.1% |
| YTD | +36.9% | -2.3% | +39.1% | +35.7% |
| 1Y | +31.7% | +37.7% | -6.0% | +23.3% |
| 3Y | +164.5% | +163.1% | +1.3% | +113.3% |
| 5Y | +212.6% | +49.5% | +163.1% | +117.2% |
| All | +189.2% | +144.2% | +44.9% | +35.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling