+166.3%
USFD vs BUD
+48.5%
+117.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.3% | +1.7% | +2.7% |
| 7D | +3.9% | +1.3% | +2.6% | +3.5% |
| 30D | +12.8% | +10.0% | +2.8% | +9.9% |
| 3M | +1.0% | +1.6% | -0.6% | +0.4% |
| 6M | +30.3% | +6.5% | +23.8% | +27.5% |
| YTD | +46.0% | +34.8% | +11.1% | +35.2% |
| 1Y | +49.6% | +36.5% | +13.2% | +38.1% |
| 3Y | +166.3% | +49.0% | +117.3% | +135.0% |
| All | +166.3% | +48.5% | +117.7% | +135.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling