+428.1%
RSG vs USFD
+306.5%
+121.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.5% | +5.8% | +1.3% |
| 7D | 0.0% | -7.0% | +7.0% | +1.2% |
| 30D | +3.7% | -10.3% | +13.9% | +5.6% |
| 3M | +6.2% | +9.2% | -3.0% | +4.4% |
| 6M | -2.8% | +7.4% | -10.2% | -4.3% |
| YTD | +5.9% | +29.4% | -23.5% | +0.4% |
| 1Y | -1.8% | +24.8% | -26.6% | -6.4% |
| 3Y | +57.5% | +150.0% | -92.5% | +31.3% |
| 5Y | +91.1% | +195.5% | -104.4% | +51.8% |
| 10Y | +428.1% | +315.7% | +112.3% | +287.2% |
| All | +428.1% | +306.5% | +121.5% | +287.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling