+49.8%
USFD vs TECH
+19.5%
+30.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.1% | +8.4% | +8.5% |
| 7D | +7.8% | +0.1% | +7.8% | +7.8% |
| 30D | +16.2% | +0.2% | +16.0% | +16.2% |
| 3M | +11.0% | +1.0% | +10.0% | +11.0% |
| 6M | +20.7% | +33.3% | -12.5% | +19.6% |
| YTD | +46.0% | +24.2% | +21.7% | +41.3% |
| 1Y | +49.8% | +19.7% | +30.1% | +47.0% |
| All | +49.8% | +19.5% | +30.3% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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