+367.0%
USFD vs WING
+686.1%
-319.1%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.3% |
| 7D | -0.2% | -0.5% | +0.4% | -0.1% |
| 30D | +12.3% | +32.3% | -20.0% | +5.3% |
| 3M | -0.7% | +50.2% | -50.9% | -10.2% |
| 6M | +31.3% | +31.7% | -0.4% | +20.6% |
| YTD | +45.7% | -29.6% | +75.3% | +51.2% |
| 1Y | +52.1% | -29.7% | +81.8% | +57.3% |
| 3Y | +158.2% | -19.8% | +178.0% | +138.5% |
| 5Y | +213.8% | +3.1% | +210.7% | +152.8% |
| 10Y | +367.0% | +682.9% | -315.9% | +117.9% |
| All | +367.0% | +686.1% | -319.1% | +117.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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