+215.5%
USFD vs FIVN
-80.6%
+296.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.1% | 0.0% |
| 7D | -3.0% | -2.3% | -0.7% | -2.7% |
| 30D | +3.5% | +12.4% | -8.9% | +1.5% |
| 3M | +26.6% | +36.0% | -9.4% | +20.5% |
| 6M | +11.7% | +86.0% | -74.3% | +0.4% |
| YTD | +38.1% | +65.9% | -27.8% | +25.5% |
| 1Y | +33.4% | +26.5% | +6.9% | +26.4% |
| 3Y | +155.8% | -54.2% | +210.0% | +179.1% |
| All | +215.5% | -80.6% | +296.1% | +267.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling