+354.1%
USFD vs GEN
+152.9%
+201.2%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.3% |
| 7D | +1.7% | +2.0% | -0.4% | +1.3% |
| 30D | +10.2% | +27.7% | -17.6% | +5.1% |
| 3M | -1.5% | +3.3% | -4.7% | -2.7% |
| 6M | +27.3% | +31.8% | -4.5% | +19.5% |
| YTD | +44.0% | +13.5% | +30.5% | +38.5% |
| 1Y | +50.4% | +16.0% | +34.3% | +43.8% |
| 3Y | +153.6% | +70.6% | +83.0% | +121.4% |
| 5Y | +219.0% | +32.1% | +186.8% | +188.9% |
| All | +354.1% | +152.9% | +201.2% | +246.6% |
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