+329.7%
USFD vs UEC
+933.9%
-604.2%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.0% | -3.9% | -1.3% |
| 7D | -3.3% | +2.6% | -5.9% | -3.6% |
| 30D | -5.3% | +5.6% | -10.9% | -6.2% |
| 3M | +18.8% | -5.7% | +24.5% | +18.4% |
| 6M | +14.3% | -8.0% | +22.3% | +12.9% |
| YTD | +36.9% | +1.8% | +35.1% | +32.4% |
| 1Y | +31.7% | +0.6% | +31.1% | +26.0% |
| 3Y | +164.5% | +155.2% | +9.3% | +111.9% |
| 5Y | +212.6% | +305.8% | -93.2% | +116.6% |
| 10Y | +329.7% | +943.0% | -613.3% | +119.3% |
| All | +329.7% | +933.9% | -604.2% | +119.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded UEC 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling