+24.8%
USFD vs SIRI
+22.5%
+2.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.6% | -5.4% |
| 7D | -7.0% | -3.9% | -3.1% | -6.8% |
| 30D | -10.3% | -0.8% | -9.5% | -10.2% |
| 3M | +9.2% | +4.3% | +4.9% | +8.9% |
| 6M | +7.4% | +34.1% | -26.6% | +4.8% |
| YTD | +29.4% | +47.3% | -17.9% | +23.7% |
| 1Y | +24.8% | +22.9% | +1.9% | +25.0% |
| All | +24.8% | +22.5% | +2.3% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling