+49.8%
USFD vs SPXS
-30.2%
+80.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -4.9% | +13.3% | +8.1% |
| 7D | +7.8% | +2.2% | +5.7% | +7.9% |
| 30D | +16.2% | +3.8% | +12.4% | +16.3% |
| 3M | +11.0% | +3.3% | +7.7% | +11.1% |
| 6M | +20.7% | -16.7% | +37.4% | +18.4% |
| YTD | +46.0% | -28.5% | +74.5% | +39.7% |
| 1Y | +49.8% | -30.4% | +80.2% | +42.5% |
| All | +49.8% | -30.2% | +80.0% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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