+24.8%
USFD vs INDA
-7.9%
+32.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.6% | -5.3% |
| 7D | -7.0% | -2.6% | -4.4% | -6.4% |
| 30D | -10.3% | -2.9% | -7.4% | -9.7% |
| 3M | +9.2% | +2.4% | +6.8% | +8.4% |
| 6M | +7.4% | -2.6% | +10.0% | +7.6% |
| YTD | +29.4% | -10.0% | +39.3% | +30.4% |
| 1Y | +24.8% | -7.7% | +32.5% | +26.5% |
| All | +24.8% | -7.9% | +32.7% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling