+157.8%
USFD vs BEN
+63.5%
+94.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.7% | -4.9% | -1.2% |
| 7D | +3.0% | +6.6% | -3.7% | +1.5% |
| 30D | +11.1% | +3.8% | +7.2% | +10.1% |
| 3M | -0.3% | +0.2% | -0.5% | -0.4% |
| 6M | +15.9% | +10.4% | +5.4% | +12.8% |
| YTD | +41.6% | +46.2% | -4.5% | +28.0% |
| 1Y | +49.4% | +52.3% | -2.9% | +33.4% |
| 3Y | +157.8% | +65.9% | +91.9% | +125.3% |
| All | +157.8% | +63.5% | +94.3% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling