+32.9%
USFD vs SBAC
+0.2%
+32.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.2% |
| 7D | -3.0% | -0.8% | -2.2% | -2.9% |
| 30D | +3.5% | +6.9% | -3.4% | +2.5% |
| 3M | +26.6% | -8.2% | +34.8% | +27.8% |
| 6M | +11.7% | -1.6% | +13.3% | +15.5% |
| YTD | +38.1% | -0.1% | +38.2% | +41.1% |
| All | +32.9% | +0.2% | +32.7% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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