+23.4%
USFD vs TPG
-16.8%
+40.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.0% | +2.6% | -1.2% |
| 7D | -8.0% | -11.8% | +3.8% | -7.4% |
| 30D | -13.1% | -6.3% | -6.8% | -12.8% |
| 3M | +6.5% | +13.6% | -7.0% | +5.7% |
| 6M | +5.7% | +13.8% | -8.1% | +4.6% |
| YTD | +27.5% | -23.7% | +51.3% | +31.5% |
| 1Y | +23.4% | -18.2% | +41.6% | +26.3% |
| All | +23.4% | -16.8% | +40.2% | +26.3% |
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