+51.9%
USFD vs AEIS
-1.0%
+52.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.1% |
| 7D | +8.4% | -6.9% | +15.3% | +8.2% |
| 30D | +12.7% | -23.2% | +35.9% | +13.5% |
| 3M | +1.1% | -29.5% | +30.6% | +2.1% |
| 6M | +30.2% | -37.9% | +68.1% | +32.4% |
| YTD | +45.8% | +6.0% | +39.9% | +30.1% |
| 1Y | +51.9% | +1.2% | +50.7% | +37.5% |
| All | +51.9% | -1.0% | +52.9% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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