+177.1%
USFD vs IBB
+34.6%
+142.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.0% | +2.2% | -0.1% |
| 7D | +3.9% | -3.6% | +7.5% | +6.0% |
| 30D | +10.7% | +3.4% | +7.3% | +8.6% |
| 3M | +6.3% | +9.5% | -3.2% | +0.4% |
| 6M | +16.2% | +23.3% | -7.1% | +2.2% |
| YTD | +41.9% | +24.5% | +17.3% | +23.1% |
| 1Y | +44.2% | +32.9% | +11.3% | +20.0% |
| 3Y | +159.8% | +76.6% | +83.2% | +75.0% |
| 5Y | +177.1% | +35.5% | +141.6% | +84.2% |
| All | +177.1% | +34.6% | +142.5% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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