+24.3%
W vs USFD
+49.6%
-25.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +8.5% | +2.5% | +9.5% |
| 7D | +8.4% | +7.8% | +0.5% | +6.9% |
| 30D | +16.5% | +16.2% | +0.3% | +14.2% |
| 3M | +6.4% | +11.0% | -4.6% | +4.6% |
| 6M | +90.5% | +20.7% | +69.8% | +85.3% |
| YTD | +23.1% | +46.0% | -22.9% | +6.7% |
| 1Y | +24.3% | +49.8% | -25.5% | +5.9% |
| All | +24.3% | +49.6% | -25.3% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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