+212.6%
USFD vs FIVN
-81.8%
+294.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.1% | +5.2% | -0.1% |
| 7D | -3.3% | -8.2% | +4.9% | -2.3% |
| 30D | -5.3% | -8.1% | +2.8% | -4.5% |
| 3M | +18.8% | +34.9% | -16.1% | +13.1% |
| 6M | +14.3% | +72.6% | -58.4% | +3.7% |
| YTD | +36.9% | +55.8% | -18.9% | +25.3% |
| 1Y | +31.7% | +17.1% | +14.6% | +26.2% |
| 3Y | +164.5% | -54.3% | +218.8% | +186.9% |
| 5Y | +212.6% | -81.6% | +294.1% | +267.3% |
| All | +212.6% | -81.8% | +294.4% | +267.3% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling