+192.6%
USFD vs TECH
-40.1%
+232.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | +3.0% | +0.2% | +2.8% | +2.9% |
| 30D | +11.1% | +0.3% | +10.7% | +11.0% |
| 3M | -0.3% | +1.3% | -1.6% | -0.6% |
| 6M | +15.9% | +54.0% | -38.1% | +3.9% |
| YTD | +41.6% | +24.3% | +17.3% | +31.9% |
| 1Y | +49.4% | +25.8% | +23.6% | +38.5% |
| 3Y | +157.8% | +26.0% | +131.9% | +123.1% |
| All | +192.6% | -40.1% | +232.7% | +226.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling