+153.6%
USFD vs TECH
+29.6%
+124.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +1.7% | +0.1% | +1.5% | +1.7% |
| 30D | +10.2% | +0.5% | +9.6% | +10.1% |
| 3M | -1.5% | +1.1% | -2.6% | -1.6% |
| 6M | +27.3% | +62.8% | -35.5% | +19.4% |
| YTD | +44.0% | +24.5% | +19.5% | +38.8% |
| 1Y | +50.4% | +20.6% | +29.7% | +45.7% |
| 3Y | +153.6% | +29.5% | +124.1% | +144.1% |
| All | +153.6% | +29.6% | +124.0% | +144.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling