+127.7%
WBD vs USFD
+32.2%
+95.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.5% | -0.4% |
| 7D | -0.7% | -3.3% | +2.6% | -0.4% |
| 30D | +5.0% | -5.3% | +10.3% | +5.5% |
| 3M | +6.2% | +18.8% | -12.5% | +4.7% |
| 6M | +0.6% | +14.3% | -13.7% | -0.4% |
| YTD | -2.4% | +36.9% | -39.3% | -7.2% |
| 1Y | +127.7% | +31.7% | +96.0% | +158.1% |
| All | +127.7% | +32.2% | +95.5% | +158.1% |
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