+214.3%
USFD vs GEN
+33.3%
+180.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.9% |
| 3M | -1.5% | +3.3% | -4.7% | -2.6% |
| 6M | +27.3% | +31.8% | -4.5% | +19.0% |
| YTD | +44.0% | +13.5% | +30.5% | +39.3% |
| 1Y | +50.4% | +16.0% | +34.3% | +44.4% |
| 3Y | +153.6% | +70.6% | +83.0% | +115.9% |
| All | +214.3% | +33.3% | +180.9% | +171.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling