+192.6%
USFD vs INDA
+8.0%
+184.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -1.4% |
| 7D | +3.0% | +6.6% | -3.7% | -1.4% |
| 30D | +11.1% | +10.4% | +0.7% | +3.9% |
| 3M | -0.3% | +1.5% | -1.8% | -1.3% |
| 6M | +15.9% | +1.7% | +14.2% | +14.3% |
| YTD | +41.6% | -5.8% | +47.5% | +47.3% |
| 1Y | +49.4% | -5.1% | +54.5% | +54.3% |
| 3Y | +157.8% | +16.0% | +141.8% | +115.8% |
| All | +192.6% | +8.0% | +184.5% | +145.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling