+49.8%
USFD vs BR
-14.2%
+64.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +3.0% | +5.4% | +8.3% |
| 7D | +7.8% | +7.0% | +0.9% | +7.7% |
| 30D | +16.2% | +19.0% | -2.8% | +16.4% |
| 3M | +11.0% | +13.1% | -2.1% | +11.2% |
| 6M | +20.7% | +24.6% | -3.9% | +21.3% |
| YTD | +46.0% | -13.6% | +59.6% | +43.0% |
| 1Y | +49.8% | -13.1% | +62.9% | +47.8% |
| All | +49.8% | -14.2% | +64.0% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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