+314.5%
USFD vs UUUU
+535.4%
-220.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -5.4% |
| 7D | -7.0% | +1.8% | -8.8% | -7.2% |
| 30D | -10.3% | +1.8% | -12.1% | -10.6% |
| 3M | +9.2% | +1.3% | +7.9% | +8.3% |
| 6M | +7.4% | -26.8% | +34.2% | +9.1% |
| YTD | +29.4% | +0.1% | +29.3% | +25.1% |
| 1Y | +24.8% | +11.2% | +13.6% | +17.2% |
| 3Y | +150.0% | +97.7% | +52.3% | +108.7% |
| 5Y | +195.5% | +127.3% | +68.1% | +131.6% |
| All | +314.5% | +535.4% | -220.9% | +151.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling