+50.4%
USFD vs DAR
+61.9%
-11.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | +0.2% |
| 7D | +1.7% | +11.6% | -9.9% | +1.7% |
| 30D | +10.2% | -10.2% | +20.4% | +10.1% |
| 3M | -1.5% | -14.8% | +13.3% | -1.5% |
| 6M | +27.3% | -10.1% | +37.4% | +27.7% |
| YTD | +44.0% | +55.5% | -11.5% | +29.4% |
| 1Y | +50.4% | +61.7% | -11.3% | +33.4% |
| All | +50.4% | +61.9% | -11.5% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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