+213.8%
USFD vs TECH
-41.3%
+255.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | +12.3% | +0.3% | +12.0% | +12.3% |
| 3M | -0.7% | +1.0% | -1.7% | -0.9% |
| 6M | +31.3% | +54.0% | -22.7% | +17.9% |
| YTD | +45.7% | +24.3% | +21.4% | +35.7% |
| 1Y | +52.1% | +23.7% | +28.4% | +41.8% |
| 3Y | +158.2% | +28.5% | +129.8% | +121.7% |
| 5Y | +213.8% | -41.2% | +255.0% | +251.8% |
| All | +213.8% | -41.3% | +255.1% | +251.8% |
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