+362.2%
USFD vs RACE
+740.1%
-377.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.5% |
| 7D | +3.0% | +5.1% | -2.1% | +0.7% |
| 30D | +11.1% | +7.7% | +3.4% | +7.5% |
| 3M | -0.3% | +2.2% | -2.5% | -1.4% |
| 6M | +15.9% | +23.8% | -7.9% | +4.0% |
| YTD | +41.6% | +13.9% | +27.7% | +30.9% |
| 1Y | +49.4% | +3.8% | +45.6% | +44.0% |
| 3Y | +157.8% | +28.0% | +129.8% | +109.5% |
| 5Y | +176.6% | +64.9% | +111.7% | +89.8% |
| All | +362.2% | +740.1% | -377.9% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling