+51.9%
USFD vs BUD
+38.6%
+13.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.6% |
| 7D | +8.4% | +6.0% | +2.3% | +5.7% |
| 30D | +12.7% | +11.3% | +1.5% | +8.1% |
| 3M | +1.1% | +3.6% | -2.4% | -0.4% |
| 6M | +30.2% | +7.7% | +22.4% | +25.2% |
| YTD | +45.8% | +36.4% | +9.5% | +31.8% |
| 1Y | +51.9% | +37.8% | +14.1% | +37.3% |
| All | +51.9% | +38.6% | +13.3% | +37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling