+446.3%
RSG vs USFD
+329.0%
+117.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | +0.3% | -3.0% | +3.3% | +0.8% |
| 30D | +7.6% | +3.5% | +4.0% | +6.9% |
| 3M | +7.4% | +26.6% | -19.1% | +3.1% |
| 6M | -3.3% | +11.7% | -15.0% | -5.4% |
| YTD | +6.0% | +38.1% | -32.1% | -0.5% |
| 1Y | -3.7% | +33.4% | -37.1% | -9.2% |
| 3Y | +59.1% | +155.8% | -96.7% | +32.3% |
| 5Y | +89.0% | +214.0% | -125.0% | +48.8% |
| 10Y | +412.5% | +320.4% | +92.1% | +278.9% |
| All | +446.3% | +329.0% | +117.3% | +303.1% |
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 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