+24.8%
USFD vs BTG
+29.1%
-4.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.7% | -7.1% | -5.5% |
| 7D | -7.0% | +2.4% | -9.4% | -7.0% |
| 30D | -10.3% | +9.5% | -19.8% | -10.3% |
| 3M | +9.2% | +38.5% | -29.3% | +9.2% |
| 6M | +7.4% | +5.6% | +1.8% | +7.5% |
| YTD | +29.4% | +23.9% | +5.5% | +26.2% |
| 1Y | +24.8% | +32.1% | -7.3% | +17.5% |
| All | +24.8% | +29.1% | -4.2% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling