+51.8%
RIOT vs USFD
+159.2%
-107.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -0.2% | +13.4% | +13.3% |
| 7D | +30.4% | +3.0% | +27.5% | +27.2% |
| 30D | -9.9% | +11.1% | -20.9% | -17.1% |
| 3M | -21.2% | -0.3% | -20.9% | -22.0% |
| 6M | -29.5% | +15.9% | -45.4% | -40.0% |
| YTD | +31.9% | +41.6% | -9.7% | -10.9% |
| 1Y | -3.6% | +49.4% | -53.0% | -38.5% |
| 3Y | +51.8% | +157.8% | -106.1% | -25.1% |
| All | +51.8% | +159.2% | -107.5% | -25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling