+341.0%
USFD vs BEN
+61.8%
+279.2%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.6% |
| 7D | +8.4% | +12.1% | -3.8% | +3.0% |
| 30D | +12.7% | +13.4% | -0.7% | +6.5% |
| 3M | +1.1% | +9.4% | -8.2% | -3.1% |
| 6M | +30.2% | +19.3% | +10.9% | +19.1% |
| YTD | +45.8% | +57.3% | -11.4% | +16.4% |
| 1Y | +51.9% | +69.1% | -17.2% | +17.1% |
| 3Y | +158.5% | +85.6% | +72.8% | +81.8% |
| 5Y | +208.0% | +32.9% | +175.1% | +150.0% |
| 10Y | +376.6% | +58.3% | +318.3% | +194.8% |
| All | +341.0% | +61.8% | +279.2% | +168.5% |
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