+371.2%
USFD vs RBA
+236.6%
+134.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.4% | +0.7% | +2.3% |
| 7D | +3.9% | +2.5% | +1.4% | +3.1% |
| 30D | +12.8% | +11.6% | +1.3% | +8.8% |
| 3M | +1.0% | +1.5% | -0.5% | +0.1% |
| 6M | +30.3% | -6.6% | +36.9% | +31.3% |
| YTD | +46.0% | -6.3% | +52.2% | +44.7% |
| 1Y | +49.6% | -4.0% | +53.6% | +46.8% |
| 3Y | +166.3% | +47.3% | +119.0% | +116.2% |
| 5Y | +208.4% | +47.7% | +160.7% | +141.3% |
| 10Y | +371.2% | +224.7% | +146.5% | +118.9% |
| All | +371.2% | +236.6% | +134.7% | +118.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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