+321.0%
USFD vs GEN
+162.9%
+158.2%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | +0.1% |
| 7D | -3.0% | -1.2% | -1.8% | -2.8% |
| 30D | +3.5% | +10.1% | -6.6% | +1.5% |
| 3M | +26.6% | +16.1% | +10.5% | +22.7% |
| 6M | +11.7% | +38.9% | -27.1% | +3.8% |
| YTD | +38.1% | +14.4% | +23.7% | +33.3% |
| 1Y | +33.4% | +5.9% | +27.5% | +30.8% |
| 3Y | +155.8% | +58.8% | +97.0% | +127.8% |
| 5Y | +214.0% | +24.7% | +189.4% | +188.8% |
| All | +321.0% | +162.9% | +158.2% | +220.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling