+354.1%
USFD vs RACE
+729.2%
-375.0%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.4% |
| 7D | +1.7% | -1.2% | +2.9% | +2.2% |
| 30D | +10.2% | +6.1% | +4.0% | +7.3% |
| 3M | -1.5% | -0.3% | -1.2% | -1.6% |
| 6M | +27.3% | +23.4% | +3.9% | +14.5% |
| YTD | +44.0% | +12.5% | +31.5% | +33.8% |
| 1Y | +50.4% | -0.5% | +50.8% | +47.8% |
| 3Y | +153.6% | +23.6% | +129.9% | +109.7% |
| 5Y | +219.0% | +65.4% | +153.5% | +118.2% |
| All | +354.1% | +729.2% | -375.0% | +78.9% |
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