+52.1%
USFD vs WING
-25.3%
+77.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +8.4% | -5.3% | +2.7% |
| 7D | +3.9% | +8.6% | -4.6% | +3.5% |
| 30D | +12.8% | +44.8% | -31.9% | +11.6% |
| 3M | +1.0% | +51.9% | -51.0% | -0.3% |
| 6M | +30.3% | +37.2% | -7.0% | +29.4% |
| YTD | +46.0% | -25.3% | +71.3% | +42.4% |
| All | +52.1% | -25.3% | +77.4% | +47.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling