+59.9%
SU vs USFD
+50.4%
+9.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.8% | +0.2% |
| 7D | +0.3% | +1.3% | -1.0% | +0.6% |
| 30D | -7.9% | +10.6% | -18.4% | -6.2% |
| 3M | +9.2% | -2.4% | +11.6% | +9.6% |
| 6M | +5.5% | +28.9% | -23.5% | +8.8% |
| YTD | +59.5% | +43.7% | +15.7% | +61.9% |
| 1Y | +59.9% | +48.5% | +11.4% | +62.3% |
| All | +59.9% | +50.4% | +9.6% | +62.3% |
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