+192.6%
USFD vs RCAT
+46.9%
+145.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +18.6% | -18.8% | -0.8% |
| 7D | +3.0% | -12.7% | +15.7% | +3.3% |
| 30D | +11.1% | -34.3% | +45.4% | +12.5% |
| 3M | -0.3% | -53.4% | +53.1% | +2.1% |
| 6M | +15.9% | -62.0% | +77.8% | +18.6% |
| YTD | +41.6% | -49.1% | +90.7% | +41.4% |
| 1Y | +49.4% | -53.1% | +102.5% | +49.3% |
| 3Y | +157.8% | +318.7% | -160.8% | +120.5% |
| All | +192.6% | +46.9% | +145.7% | +159.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 5y: compounded portfolio wealth divided by compounded RCAT 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…
5y analysis · Full analysis span regression · 6 months rolling