+353.3%
USFD vs UUUU
+377.1%
-23.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.6% | +2.2% | -1.0% |
| 7D | +1.3% | +1.4% | -0.1% | +1.1% |
| 30D | +10.6% | -27.9% | +38.5% | +14.1% |
| 3M | -2.4% | -53.8% | +51.4% | +5.1% |
| 6M | +28.9% | -68.1% | +97.0% | +43.3% |
| YTD | +43.7% | -54.1% | +97.8% | +50.0% |
| 1Y | +48.5% | -57.8% | +106.3% | +55.9% |
| 3Y | +154.7% | -15.4% | +170.1% | +131.6% |
| 5Y | +218.4% | -39.2% | +257.6% | +186.5% |
| All | +353.3% | +377.1% | -23.8% | +180.7% |
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