+315.7%
USFD vs SIRI
-14.2%
+329.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.6% | -5.2% |
| 7D | -7.0% | -3.9% | -3.1% | -6.1% |
| 30D | -10.3% | -0.8% | -9.5% | -10.2% |
| 3M | +9.2% | +4.3% | +4.9% | +7.7% |
| 6M | +7.4% | +34.1% | -26.6% | -1.3% |
| YTD | +29.4% | +47.3% | -17.9% | +15.4% |
| 1Y | +24.8% | +22.9% | +1.9% | +16.5% |
| 3Y | +150.0% | -24.6% | +174.6% | +149.2% |
| 5Y | +195.5% | -43.2% | +238.7% | +201.5% |
| 10Y | +315.7% | -12.3% | +328.0% | +266.8% |
| All | +315.7% | -14.2% | +329.9% | +266.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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