+216.3%
USFD vs GEN
+24.6%
+191.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.4% |
| 3M | +26.6% | +16.1% | +10.5% | +22.4% |
| 6M | +11.7% | +38.9% | -27.1% | +3.5% |
| YTD | +38.1% | +14.4% | +23.7% | +33.9% |
| 1Y | +33.4% | +5.9% | +27.5% | +32.0% |
| 3Y | +155.8% | +58.8% | +97.0% | +124.3% |
| All | +216.3% | +24.6% | +191.7% | +192.3% |
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