+49.4%
USFD vs RACE
+3.3%
+46.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.1% |
| 7D | +3.0% | +5.1% | -2.1% | +2.3% |
| 30D | +11.1% | +7.7% | +3.4% | +10.0% |
| 3M | -0.3% | +2.2% | -2.5% | -0.7% |
| 6M | +15.9% | +23.8% | -7.9% | +12.4% |
| YTD | +41.6% | +13.9% | +27.7% | +40.0% |
| 1Y | +49.4% | +3.8% | +45.6% | +47.8% |
| All | +49.4% | +3.3% | +46.1% | +47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling