+49.4%
USFD vs ACWI
+10.2%
+39.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | +3.0% | -2.4% | +5.3% | +3.8% |
| 30D | +11.1% | -5.2% | +16.2% | +12.6% |
| 3M | -0.3% | -4.8% | +4.5% | +1.0% |
| 6M | +15.9% | -1.3% | +17.2% | +16.0% |
| YTD | +41.6% | +8.4% | +33.2% | +34.3% |
| 1Y | +49.4% | +11.0% | +38.4% | +38.4% |
| All | +49.4% | +10.2% | +39.2% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling