+25.7%
RDW vs USFD
+22.2%
+3.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.3% |
| 7D | +0.9% | -8.4% | +9.2% | +1.1% |
| 30D | -21.3% | -14.1% | -7.2% | -21.0% |
| 3M | -37.9% | +4.5% | -42.4% | -37.5% |
| 6M | +12.3% | +4.4% | +7.9% | +15.4% |
| YTD | +39.7% | +26.6% | +13.2% | +15.3% |
| 1Y | +25.7% | +19.4% | +6.3% | +3.0% |
| All | +25.7% | +22.2% | +3.4% | +3.0% |
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