+315.7%
USFD vs RRX
+210.7%
+105.1%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.5% | -3.0% | -4.5% |
| 7D | -7.0% | -0.7% | -6.3% | -6.7% |
| 30D | -10.3% | -8.0% | -2.3% | -7.4% |
| 3M | +9.2% | -25.1% | +34.2% | +19.0% |
| 6M | +7.4% | -18.3% | +25.7% | +10.8% |
| YTD | +29.4% | +14.2% | +15.2% | +12.9% |
| 1Y | +24.8% | +13.0% | +11.8% | +8.1% |
| 3Y | +150.0% | +4.2% | +145.8% | +106.9% |
| 5Y | +195.5% | +17.9% | +177.6% | +116.3% |
| 10Y | +315.7% | +220.4% | +95.3% | +76.4% |
| All | +315.7% | +210.7% | +105.1% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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