+417.4%
WDC vs USFD
+34.2%
+383.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.2% | +5.9% |
| 7D | +1.7% | -3.0% | +4.8% | +2.1% |
| 30D | -10.0% | +3.5% | -13.5% | -10.5% |
| 3M | -18.8% | +26.6% | -45.3% | -26.4% |
| 6M | +79.0% | +11.7% | +67.3% | +71.8% |
| YTD | +171.6% | +38.1% | +133.4% | +141.6% |
| 1Y | +417.4% | +33.4% | +384.0% | +324.3% |
| All | +417.4% | +34.2% | +383.2% | +324.3% |
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