+85.0%
UBER vs USFD
+215.8%
-130.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | -3.9% | -3.0% | -0.9% | -2.4% |
| 30D | +11.1% | +3.5% | +7.6% | +9.1% |
| 3M | +4.9% | +26.6% | -21.7% | -7.5% |
| 6M | -1.2% | +11.7% | -12.9% | -7.5% |
| YTD | -7.3% | +38.1% | -45.4% | -24.2% |
| 1Y | -17.6% | +33.4% | -51.0% | -31.7% |
| 3Y | +61.1% | +155.8% | -94.8% | -15.8% |
| All | +85.0% | +215.8% | -130.8% | -18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling