+1,489.8%
URI vs USFD
+340.6%
+1,149.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.8% | -4.3% | -5.8% |
| 7D | -12.9% | +3.9% | -16.8% | -14.9% |
| 30D | -3.4% | +10.7% | -14.1% | -8.5% |
| 3M | -10.0% | +6.3% | -16.4% | -13.4% |
| 6M | +12.2% | +16.2% | -4.0% | +2.7% |
| YTD | +29.8% | +41.9% | -12.1% | +6.3% |
| 1Y | +24.6% | +44.2% | -19.6% | +0.9% |
| 3Y | +137.6% | +159.8% | -22.2% | +42.4% |
| 5Y | +176.6% | +177.1% | -0.5% | +57.4% |
| 10Y | +1,402.6% | +376.2% | +1,026.4% | +519.8% |
| All | +1,489.8% | +340.6% | +1,149.2% | +567.9% |
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 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