+341.3%
USFD vs SUI
+141.7%
+199.6%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +5.2% | +3.3% | +5.6% |
| 7D | +7.8% | +10.0% | -2.2% | +2.4% |
| 30D | +16.2% | +8.4% | +7.8% | +11.0% |
| 3M | +11.0% | +0.7% | +10.3% | +10.3% |
| 6M | +20.7% | -0.9% | +21.7% | +20.8% |
| YTD | +46.0% | +0.6% | +45.3% | +44.5% |
| 1Y | +49.8% | +0.8% | +49.0% | +48.1% |
| 3Y | +167.3% | +15.5% | +151.8% | +134.4% |
| 5Y | +197.2% | -25.9% | +223.0% | +238.8% |
| 10Y | +389.9% | +119.5% | +270.3% | +277.9% |
| All | +341.3% | +141.7% | +199.6% | +237.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling