+308.6%
USFD vs UUUU
+495.2%
-186.6%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.3% | +4.9% | -0.8% |
| 7D | -8.0% | -5.0% | -3.0% | -7.5% |
| 30D | -13.1% | -7.8% | -5.3% | -12.5% |
| 3M | +6.5% | -0.4% | +7.0% | +5.8% |
| 6M | +5.7% | -32.9% | +38.6% | +8.4% |
| YTD | +27.5% | -6.3% | +33.8% | +24.1% |
| 1Y | +23.4% | +7.9% | +15.5% | +16.2% |
| 3Y | +146.4% | +85.2% | +61.2% | +107.1% |
| 5Y | +196.8% | +97.0% | +99.8% | +136.2% |
| All | +308.6% | +495.2% | -186.6% | +149.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded UUUU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling