+212.6%
USFD vs UUUU
+118.2%
+94.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.0% |
| 7D | -3.3% | +2.8% | -6.2% | -3.6% |
| 30D | -5.3% | +3.4% | -8.7% | -5.8% |
| 3M | +18.8% | -3.9% | +22.7% | +18.5% |
| 6M | +14.3% | -23.2% | +37.5% | +15.5% |
| YTD | +36.9% | +0.6% | +36.3% | +31.8% |
| 1Y | +31.7% | +22.9% | +8.9% | +20.9% |
| 3Y | +164.5% | +98.6% | +65.8% | +114.5% |
| 5Y | +212.6% | +130.2% | +82.3% | +140.5% |
| All | +212.6% | +118.2% | +94.4% | +140.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling