+82.2%
UBER vs USFD
+168.8%
-86.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | -3.9% | -3.0% | -0.9% | -2.3% |
| 30D | +11.1% | +3.5% | +7.6% | +9.0% |
| 3M | +4.9% | +26.6% | -21.7% | -7.9% |
| 6M | -1.2% | +11.7% | -12.9% | -7.8% |
| YTD | -7.3% | +38.1% | -45.4% | -24.1% |
| 1Y | -17.6% | +33.4% | -51.0% | -31.7% |
| 3Y | +61.1% | +155.8% | -94.8% | -10.0% |
| 5Y | +87.9% | +214.0% | -126.1% | -7.7% |
| All | +82.2% | +168.8% | -86.6% | -29.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling