+49.8%
USFD vs AHR
+26.3%
+23.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +2.6% | +5.8% | +8.0% |
| 7D | +7.8% | +9.5% | -1.6% | +6.2% |
| 30D | +16.2% | +11.7% | +4.5% | +14.0% |
| 3M | +11.0% | +4.0% | +7.0% | +10.1% |
| 6M | +20.7% | +13.5% | +7.2% | +18.5% |
| YTD | +46.0% | +21.6% | +24.4% | +41.6% |
| 1Y | +49.8% | +25.1% | +24.7% | +43.9% |
| All | +49.8% | +26.3% | +23.5% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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