+1,611.7%
URI vs USFD
+353.3%
+1,258.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +8.5% | -12.8% | -8.4% |
| 7D | -4.3% | +7.8% | -12.2% | -8.2% |
| 30D | +4.6% | +16.2% | -11.6% | -3.2% |
| 3M | -2.1% | +11.0% | -13.1% | -7.8% |
| 6M | +21.9% | +20.7% | +1.2% | +9.5% |
| YTD | +39.7% | +46.0% | -6.3% | +12.8% |
| 1Y | +32.9% | +49.8% | -16.9% | +5.6% |
| 3Y | +155.8% | +167.3% | -11.5% | +51.2% |
| 5Y | +202.4% | +197.2% | +5.3% | +66.3% |
| 10Y | +1,517.7% | +389.9% | +1,127.9% | +557.7% |
| All | +1,611.7% | +353.3% | +1,258.4% | +608.8% |
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