+959.5%
ASX vs USFD
+329.0%
+630.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -0.7% | -3.0% | +2.3% | +0.1% |
| 30D | +2.0% | +3.5% | -1.5% | +1.0% |
| 3M | -1.3% | +26.6% | -27.9% | -8.1% |
| 6M | +71.4% | +11.7% | +59.7% | +65.3% |
| YTD | +135.3% | +38.1% | +97.2% | +112.9% |
| 1Y | +267.5% | +33.4% | +234.1% | +234.7% |
| 3Y | +388.5% | +155.8% | +232.7% | +271.0% |
| 5Y | +417.1% | +214.0% | +203.1% | +268.3% |
| 10Y | +872.7% | +320.4% | +552.4% | +534.4% |
| All | +959.5% | +329.0% | +630.5% | +584.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling