+328.9%
USFD vs SUI
+143.4%
+185.5%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -3.2% |
| 7D | +3.9% | +8.8% | -4.8% | -0.7% |
| 30D | +10.7% | +8.9% | +1.8% | +5.5% |
| 3M | +6.3% | +2.0% | +4.3% | +4.9% |
| 6M | +16.2% | -0.6% | +16.9% | +16.1% |
| YTD | +41.9% | +1.3% | +40.5% | +39.9% |
| 1Y | +44.2% | +1.3% | +42.9% | +42.2% |
| 3Y | +159.8% | +16.3% | +143.5% | +127.0% |
| 5Y | +177.1% | -25.1% | +202.2% | +213.9% |
| 10Y | +376.2% | +121.1% | +255.1% | +265.8% |
| All | +328.9% | +143.4% | +185.5% | +227.0% |
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 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