+33.4%
USFD vs TPG
-6.0%
+39.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.3% |
| 7D | -3.0% | -2.4% | -0.6% | -2.9% |
| 30D | +3.5% | +11.1% | -7.5% | +3.0% |
| 3M | +26.6% | +26.3% | +0.3% | +24.9% |
| 6M | +11.7% | +18.3% | -6.6% | +10.3% |
| YTD | +38.1% | -14.4% | +52.6% | +41.5% |
| 1Y | +33.4% | -6.7% | +40.1% | +35.2% |
| All | +33.4% | -6.0% | +39.4% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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