-56.5%
FISV vs USFD
+214.9%
-271.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.8% |
| 7D | -1.6% | -3.3% | +1.8% | -0.6% |
| 30D | -3.0% | -5.3% | +2.4% | -1.4% |
| 3M | -3.5% | +18.8% | -22.3% | -8.6% |
| 6M | -19.4% | +14.3% | -33.7% | -23.1% |
| YTD | -24.3% | +36.9% | -61.2% | -33.2% |
| 1Y | -62.4% | +31.7% | -94.1% | -66.3% |
| 3Y | -58.2% | +164.5% | -222.6% | -71.1% |
| 5Y | -56.5% | +212.6% | -269.1% | -73.3% |
| All | -56.5% | +214.9% | -271.4% | -73.3% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling