-24.4%
UBER vs USFD
+49.7%
-74.1%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.1% | +0.7% | +3.2% |
| 7D | +6.7% | +3.9% | +2.8% | +5.9% |
| 30D | -0.5% | +12.8% | -13.3% | -2.2% |
| 3M | -5.1% | +1.0% | -6.1% | -5.7% |
| 6M | -5.7% | +30.3% | -35.9% | -6.7% |
| YTD | -12.9% | +46.0% | -58.9% | -13.3% |
| All | -24.4% | +49.7% | -74.1% | -24.8% |
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