+341.3%
USFD vs RACE
+1,009.6%
-668.2%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +4.3% | +4.2% | +6.6% |
| 7D | +7.8% | +9.9% | -2.1% | +3.6% |
| 30D | +16.2% | +12.8% | +3.4% | +10.3% |
| 3M | +11.0% | +7.4% | +3.6% | +7.4% |
| 6M | +20.7% | +27.6% | -6.9% | +7.2% |
| YTD | +46.0% | +18.4% | +27.6% | +33.0% |
| 1Y | +49.8% | +9.5% | +40.3% | +41.1% |
| 3Y | +167.3% | +33.9% | +133.4% | +114.9% |
| 5Y | +197.2% | +74.9% | +122.3% | +102.1% |
| 10Y | +389.9% | +814.9% | -425.0% | +109.5% |
| All | +341.3% | +1,009.6% | -668.2% | +88.0% |
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