+49.8%
USFD vs RGEN
+19.5%
+30.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | 0.0% | +8.5% | +8.5% |
| 7D | +7.8% | -3.5% | +11.4% | +7.9% |
| 30D | +16.2% | -6.0% | +22.1% | +16.2% |
| 3M | +11.0% | +19.0% | -8.0% | +10.1% |
| 6M | +20.7% | +50.7% | -30.0% | +18.6% |
| YTD | +46.0% | +8.8% | +37.2% | +47.0% |
| 1Y | +49.8% | +21.3% | +28.5% | +45.5% |
| All | +49.8% | +19.5% | +30.2% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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