+52.1%
USFD vs WU
-15.7%
+67.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.1% |
| 7D | +3.9% | +9.1% | -5.1% | +3.3% |
| 30D | +12.8% | +12.1% | +0.7% | +12.0% |
| 3M | +1.0% | +0.3% | +0.6% | +0.5% |
| 6M | +30.3% | -19.1% | +49.4% | +30.9% |
| YTD | +46.0% | -19.2% | +65.2% | +46.2% |
| All | +52.1% | -15.7% | +67.8% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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