+70.0%
UBER vs USFD
+183.6%
-113.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +1.2% | -0.2% | +1.3% | +1.3% |
| 30D | -1.1% | +12.3% | -13.5% | -7.2% |
| 3M | -10.0% | -0.7% | -9.3% | -10.0% |
| 6M | -7.2% | +31.3% | -38.4% | -20.5% |
| YTD | -13.5% | +45.7% | -59.2% | -31.4% |
| 1Y | -24.5% | +52.1% | -76.6% | -41.7% |
| 3Y | +37.0% | +158.2% | -121.2% | -23.7% |
| 5Y | +63.3% | +213.8% | -150.4% | -19.9% |
| All | +70.0% | +183.6% | -113.6% | -36.6% |
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