+353.3%
USFD vs SUI
+120.9%
+232.4%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.6% | -1.0% |
| 7D | +1.3% | -3.8% | +5.1% | +3.5% |
| 30D | +10.6% | +3.9% | +6.6% | +8.1% |
| 3M | -2.4% | +0.2% | -2.6% | -2.8% |
| 6M | +28.9% | -4.2% | +33.1% | +31.4% |
| YTD | +43.7% | -2.5% | +46.3% | +44.8% |
| 1Y | +48.5% | -4.0% | +52.5% | +50.8% |
| 3Y | +154.7% | +16.5% | +138.2% | +121.0% |
| 5Y | +218.4% | -27.2% | +245.6% | +267.1% |
| All | +353.3% | +120.9% | +232.4% | +247.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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