-0.8%
FISV vs USFD
+49.6%
-50.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +8.4% | +8.4% | 0.0% | +9.3% |
| 30D | +38.8% | +12.7% | +26.0% | +40.4% |
| 3M | +21.3% | +1.1% | +20.1% | +20.9% |
| 6M | +14.1% | +30.2% | -16.0% | +21.1% |
| YTD | -5.7% | +45.8% | -51.6% | +0.8% |
| 1Y | -0.8% | +51.9% | -52.7% | +6.8% |
| All | -0.8% | +49.6% | -50.4% | +6.8% |
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