+328.2%
USFD vs FIVN
+183.8%
+144.5%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -17.6% | +17.5% | +1.5% |
| 7D | +3.0% | -22.6% | +25.6% | +5.4% |
| 30D | +11.1% | -16.8% | +27.8% | +12.7% |
| 3M | -0.3% | -0.9% | +0.6% | -1.1% |
| 6M | +15.9% | +28.4% | -12.5% | +11.2% |
| YTD | +41.6% | +40.2% | +1.4% | +32.9% |
| 1Y | +49.4% | +30.5% | +18.8% | +41.2% |
| 3Y | +157.8% | -56.2% | +214.1% | +169.0% |
| 5Y | +176.6% | -81.0% | +257.6% | +202.2% |
| 10Y | +375.4% | +105.3% | +270.1% | +308.1% |
| All | +328.2% | +183.8% | +144.5% | +277.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling