+49.8%
USFD vs SPXU
-30.4%
+80.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | 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% | +18.3% |
| YTD | +46.0% | -28.6% | +74.6% | +39.6% |
| 1Y | +49.8% | -30.6% | +80.4% | +42.4% |
| All | +49.8% | -30.4% | +80.1% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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