+376.6%
USFD vs UEC
+696.7%
-320.1%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.9% | +5.8% | +0.6% |
| 7D | +8.4% | -5.2% | +13.5% | +8.9% |
| 30D | +12.7% | -22.0% | +34.7% | +15.7% |
| 3M | +1.1% | -37.0% | +38.1% | +6.0% |
| 6M | +30.2% | -52.7% | +82.9% | +39.4% |
| YTD | +45.8% | -38.6% | +84.5% | +49.1% |
| 1Y | +51.9% | -44.6% | +96.5% | +56.7% |
| 3Y | +158.5% | +27.1% | +131.3% | +125.2% |
| 5Y | +208.0% | +37.9% | +170.2% | +146.4% |
| 10Y | +376.6% | +631.6% | -255.1% | +152.4% |
| All | +376.6% | +696.7% | -320.1% | +152.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling