+328.9%
USFD vs GEN
+274.9%
+54.0%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.6% |
| 7D | +3.9% | +8.5% | -4.6% | +2.4% |
| 30D | +10.7% | +34.2% | -23.5% | +4.8% |
| 3M | +6.3% | +10.0% | -3.6% | +3.8% |
| 6M | +16.2% | +56.8% | -40.5% | +5.4% |
| YTD | +41.9% | +14.2% | +27.6% | +36.4% |
| 1Y | +44.2% | +20.8% | +23.4% | +36.9% |
| 3Y | +159.8% | +84.1% | +75.7% | +124.3% |
| 5Y | +177.1% | +37.1% | +140.0% | +150.1% |
| 10Y | +376.2% | +171.5% | +204.7% | +275.9% |
| All | +328.9% | +274.9% | +54.0% | +269.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling