+212.6%
USFD vs MNDY
-78.2%
+290.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -8.1% | +7.2% | 0.0% |
| 7D | -3.3% | -13.3% | +10.0% | -1.9% |
| 30D | -5.3% | -10.2% | +4.8% | -4.5% |
| 3M | +18.8% | -0.1% | +18.9% | +18.0% |
| 6M | +14.3% | +6.3% | +8.0% | +11.8% |
| YTD | +36.9% | -43.3% | +80.2% | +43.9% |
| 1Y | +31.7% | -56.1% | +87.8% | +42.7% |
| 3Y | +164.5% | -51.1% | +215.6% | +170.5% |
| 5Y | +212.6% | -78.5% | +291.1% | +202.3% |
| All | +212.6% | -78.2% | +290.8% | +202.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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