+42.5%
UBER vs USFD
+159.2%
-116.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +5.1% | +3.0% | +2.2% | +4.2% |
| 30D | +0.2% | +11.1% | -10.9% | -2.6% |
| 3M | -2.7% | -0.3% | -2.4% | -2.7% |
| 6M | -13.4% | +15.9% | -29.2% | -16.7% |
| YTD | -16.1% | +41.6% | -57.7% | -25.2% |
| 1Y | -25.5% | +49.4% | -74.9% | -35.2% |
| 3Y | +42.5% | +157.8% | -115.4% | -6.6% |
| All | +42.5% | +159.2% | -116.7% | -6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling