+317.7%
USFD vs BEN
+53.3%
+264.4%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -3.9% | -1.9% |
| 7D | -3.0% | +0.2% | -3.2% | -3.2% |
| 30D | +3.5% | -0.5% | +4.1% | +3.6% |
| 3M | +26.6% | +9.7% | +16.8% | +20.7% |
| 6M | +11.7% | +33.9% | -22.2% | -3.4% |
| YTD | +38.1% | +49.0% | -10.8% | +13.1% |
| 1Y | +33.4% | +42.1% | -8.7% | +11.2% |
| 3Y | +155.8% | +51.9% | +103.9% | +98.6% |
| 5Y | +214.0% | +39.0% | +175.0% | +146.9% |
| 10Y | +320.4% | +57.9% | +262.5% | +166.2% |
| All | +317.7% | +53.3% | +264.4% | +160.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling