+328.9%
USFD vs RACE
+983.8%
-654.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.5% | -1.8% |
| 7D | +3.9% | +5.7% | -1.7% | +1.5% |
| 30D | +10.7% | +9.3% | +1.4% | +6.6% |
| 3M | +6.3% | +3.8% | +2.5% | +4.4% |
| 6M | +16.2% | +29.8% | -13.6% | +2.5% |
| YTD | +41.9% | +15.6% | +26.2% | +30.6% |
| 1Y | +44.2% | +5.1% | +39.1% | +38.4% |
| 3Y | +159.8% | +30.8% | +129.0% | +111.0% |
| 5Y | +177.1% | +67.4% | +109.7% | +92.1% |
| 10Y | +376.2% | +793.6% | -417.5% | +105.8% |
| All | +328.9% | +983.8% | -654.8% | +84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling