-68.4%
FLNC vs USFD
+49.6%
-118.0%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +8.5% | +1.7% | +12.6% |
| 7D | -2.1% | +7.8% | -9.9% | 0.0% |
| 30D | -20.8% | +16.2% | -37.0% | -16.8% |
| 3M | -61.3% | +11.0% | -72.3% | -59.8% |
| 6M | -50.9% | +20.7% | -71.6% | -45.3% |
| YTD | -69.4% | +46.0% | -115.3% | -70.4% |
| 1Y | -68.4% | +49.8% | -118.2% | -70.0% |
| All | -68.4% | +49.6% | -118.0% | -70.0% |
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