+329.7%
USFD vs SPXU
-99.5%
+429.2%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -0.3% |
| 7D | -3.3% | -1.5% | -1.9% | -3.9% |
| 30D | -5.3% | +3.7% | -9.0% | -4.0% |
| 3M | +18.8% | -9.6% | +28.3% | +14.7% |
| 6M | +14.3% | -32.4% | +46.6% | -0.6% |
| YTD | +36.9% | -28.7% | +65.6% | +21.8% |
| 1Y | +31.7% | -38.2% | +69.9% | +11.5% |
| 3Y | +164.5% | -80.4% | +244.9% | +56.7% |
| 5Y | +212.6% | -86.0% | +298.6% | +95.9% |
| 10Y | +329.7% | -99.5% | +429.2% | +22.2% |
| All | +329.7% | -99.5% | +429.2% | +22.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling