+166.3%
USFD vs GEN
+63.2%
+103.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.0% | +3.1% |
| 7D | +3.9% | -0.3% | +4.2% | +4.0% |
| 30D | +12.8% | +28.2% | -15.3% | +9.4% |
| 3M | +1.0% | +2.6% | -1.6% | +0.4% |
| 6M | +30.3% | +32.7% | -2.4% | +24.4% |
| YTD | +46.0% | +11.3% | +34.7% | +45.3% |
| 1Y | +49.6% | +17.9% | +31.7% | +46.4% |
| 3Y | +166.3% | +66.3% | +99.9% | +152.8% |
| All | +166.3% | +63.2% | +103.0% | +152.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling