+52.1%
USFD vs BLDR
-39.9%
+92.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.5% | -2.4% | +2.2% |
| 7D | +3.9% | -2.7% | +6.6% | +4.2% |
| 30D | +12.8% | +24.8% | -12.0% | +9.6% |
| 3M | +1.0% | -11.7% | +12.6% | +1.8% |
| 6M | +30.3% | -14.8% | +45.0% | +31.6% |
| YTD | +46.0% | -35.9% | +81.8% | +50.0% |
| All | +52.1% | -39.9% | +92.0% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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