+359.6%
USFD vs BUD
-2.9%
+362.5%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +1.4% |
| 7D | -0.2% | +0.5% | -0.7% | -0.6% |
| 30D | +12.3% | +7.4% | +4.9% | +7.2% |
| 3M | -0.7% | +4.3% | -5.0% | -3.7% |
| 6M | +31.3% | +5.3% | +26.0% | +25.8% |
| YTD | +45.7% | +33.2% | +12.5% | +19.0% |
| 1Y | +52.1% | +31.8% | +20.4% | +24.9% |
| 3Y | +158.2% | +47.8% | +110.5% | +87.1% |
| 5Y | +213.8% | +50.2% | +163.6% | +118.3% |
| All | +359.6% | -2.9% | +362.5% | +209.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling