+24.8%
USFD vs UUUU
+17.3%
+7.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -5.5% |
| 7D | -7.0% | +1.8% | -8.8% | -7.0% |
| 30D | -10.3% | +1.8% | -12.1% | -10.4% |
| 3M | +9.2% | +1.3% | +7.9% | +9.1% |
| 6M | +7.4% | -26.8% | +34.2% | +8.3% |
| YTD | +29.4% | +0.1% | +29.3% | +26.6% |
| 1Y | +24.8% | +11.2% | +13.6% | +22.5% |
| All | +24.8% | +17.3% | +7.5% | +22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling