-64.3%
FISV vs USFD
+24.9%
-89.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.5% | +1.1% | -4.2% |
| 7D | -6.4% | -7.0% | +0.6% | -6.2% |
| 30D | -6.8% | -10.3% | +3.5% | -6.6% |
| 3M | -10.0% | +9.2% | -19.1% | -9.4% |
| 6M | -20.6% | +7.4% | -28.0% | -19.9% |
| YTD | -27.6% | +29.4% | -57.0% | -34.4% |
| 1Y | -64.3% | +24.8% | -89.2% | -65.3% |
| All | -64.3% | +24.9% | -89.2% | -65.3% |
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