+329.7%
USFD vs FLR
+18.9%
+310.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.2% |
| 7D | -3.3% | +0.7% | -4.0% | -3.6% |
| 30D | -5.3% | -0.7% | -4.7% | -5.4% |
| 3M | +18.8% | +14.3% | +4.4% | +12.2% |
| 6M | +14.3% | +25.6% | -11.3% | +3.6% |
| YTD | +36.9% | +42.9% | -6.0% | +18.2% |
| 1Y | +31.7% | +38.7% | -7.0% | +13.9% |
| 3Y | +164.5% | +61.8% | +102.7% | +101.2% |
| 5Y | +212.6% | +254.1% | -41.5% | +69.4% |
| 10Y | +329.7% | +20.0% | +309.7% | +72.3% |
| All | +329.7% | +18.9% | +310.9% | +72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FLR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling