+153.6%
USFD vs SPXU
-80.6%
+234.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.5% |
| 7D | +1.7% | -7.6% | +9.2% | 0.0% |
| 30D | +10.2% | +5.3% | +4.8% | +11.9% |
| 3M | -1.5% | +9.6% | -11.1% | +1.2% |
| 6M | +27.3% | -4.5% | +31.9% | +27.0% |
| YTD | +44.0% | -25.9% | +69.9% | +35.8% |
| 1Y | +50.4% | -28.9% | +79.2% | +40.5% |
| 3Y | +153.6% | -80.5% | +234.0% | +85.8% |
| All | +153.6% | -80.6% | +234.1% | +85.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling