+214.3%
USFD vs BUD
+51.6%
+162.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -0.3% |
| 7D | +1.7% | +1.0% | +0.7% | +1.2% |
| 30D | +10.2% | +6.7% | +3.5% | +7.0% |
| 3M | -1.5% | +5.7% | -7.2% | -4.1% |
| 6M | +27.3% | +5.8% | +21.5% | +23.4% |
| YTD | +44.0% | +34.4% | +9.6% | +24.7% |
| 1Y | +50.4% | +33.3% | +17.1% | +30.6% |
| 3Y | +153.6% | +48.8% | +104.8% | +101.4% |
| All | +214.3% | +51.6% | +162.6% | +129.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling