+75.9%
UBER vs USFD
+166.4%
-90.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.0% |
| 7D | -2.8% | -3.3% | +0.5% | -1.0% |
| 30D | -2.5% | -5.3% | +2.8% | +0.3% |
| 3M | +4.4% | +18.8% | -14.4% | -5.1% |
| 6M | -2.7% | +14.3% | -16.9% | -10.3% |
| YTD | -10.5% | +36.9% | -47.4% | -26.4% |
| 1Y | -22.5% | +31.7% | -54.2% | -35.3% |
| 3Y | +54.8% | +164.5% | -109.7% | -15.1% |
| 5Y | +82.5% | +212.6% | -130.1% | -10.1% |
| All | +75.9% | +166.4% | -90.5% | -31.9% |
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