+49.8%
USFD vs FIVN
+55.4%
-5.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.6% | +6.8% | +8.5% |
| 7D | +7.8% | -3.4% | +11.3% | +7.8% |
| 30D | +16.2% | +5.8% | +10.4% | +16.3% |
| 3M | +11.0% | +22.0% | -11.0% | +11.5% |
| 6M | +20.7% | +55.7% | -35.0% | +22.1% |
| YTD | +46.0% | +81.3% | -35.3% | +49.8% |
| 1Y | +49.8% | +58.0% | -8.2% | +55.1% |
| All | +49.8% | +55.4% | -5.6% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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