+71.2%
UBER vs USFD
+184.1%
-112.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.1% | +0.7% | +2.1% |
| 7D | +6.7% | +3.9% | +2.8% | +4.4% |
| 30D | -0.5% | +12.8% | -13.3% | -6.8% |
| 3M | -5.1% | +1.0% | -6.1% | -6.0% |
| 6M | -5.7% | +30.3% | -35.9% | -18.8% |
| YTD | -12.9% | +46.0% | -58.9% | -31.0% |
| 1Y | -22.6% | +49.6% | -72.3% | -39.8% |
| 3Y | +42.2% | +166.3% | -124.1% | -22.2% |
| 5Y | +56.4% | +208.4% | -152.0% | -22.5% |
| All | +71.2% | +184.1% | -112.9% | -36.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling