+48.5%
USFD vs SIRI
+52.2%
-3.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.2% |
| 7D | +1.3% | -3.7% | +5.0% | +1.6% |
| 30D | +10.6% | +20.4% | -9.9% | +9.8% |
| 3M | -2.4% | +12.5% | -14.9% | -2.9% |
| 6M | +28.9% | +23.4% | +5.5% | +28.2% |
| YTD | +43.7% | +65.2% | -21.5% | +40.3% |
| 1Y | +48.5% | +52.4% | -3.9% | +49.2% |
| All | +48.5% | +52.2% | -3.7% | +49.2% |
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