+216.7%
SU vs USFD
+208.7%
+8.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.5% | +0.5% |
| 7D | -10.2% | +8.4% | -18.6% | -11.6% |
| 30D | -6.2% | +12.7% | -19.0% | -8.6% |
| 3M | +8.7% | +1.1% | +7.6% | +8.2% |
| 6M | +7.2% | +30.2% | -22.9% | +0.5% |
| YTD | +55.9% | +45.8% | +10.1% | +40.3% |
| 1Y | +60.4% | +51.9% | +8.5% | +42.5% |
| 3Y | +125.2% | +158.5% | -33.3% | +69.1% |
| 5Y | +216.7% | +208.0% | +8.7% | +115.2% |
| All | +216.7% | +208.7% | +8.0% | +115.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling