+475.1%
USFD vs ACI
+34.0%
+441.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -0.4% |
| 7D | +8.4% | -0.6% | +9.0% | +8.5% |
| 30D | +12.7% | +9.5% | +3.2% | +11.5% |
| 3M | +1.1% | +10.1% | -9.0% | -0.1% |
| 6M | +30.2% | -15.4% | +45.5% | +31.9% |
| YTD | +45.8% | -19.5% | +65.4% | +48.5% |
| 1Y | +51.9% | -21.0% | +72.9% | +55.0% |
| 3Y | +158.5% | -31.2% | +189.7% | +166.8% |
| 5Y | +208.0% | -40.6% | +248.6% | +217.9% |
| All | +475.1% | +34.0% | +441.2% | +537.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling