+610.6%
RIOT vs USFD
+329.0%
+281.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.3% |
| 7D | +14.8% | -3.0% | +17.8% | +16.4% |
| 30D | +1.4% | +3.5% | -2.1% | -0.8% |
| 3M | -20.6% | +26.6% | -47.2% | -31.2% |
| 6M | +31.9% | +11.7% | +20.2% | +22.5% |
| YTD | +72.1% | +38.1% | +33.9% | +41.2% |
| 1Y | +65.7% | +33.4% | +32.3% | +38.8% |
| 3Y | +97.5% | +155.8% | -58.4% | +21.2% |
| 5Y | -36.7% | +214.0% | -250.7% | -63.7% |
| 10Y | +550.1% | +320.4% | +229.8% | +267.6% |
| All | +610.6% | +329.0% | +281.6% | +320.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling