+162.8%
USFD vs WU
-23.6%
+186.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | -3.0% | -0.8% | -2.2% | -2.9% |
| 30D | +3.5% | -1.1% | +4.6% | +3.6% |
| 3M | +26.6% | -3.9% | +30.4% | +26.6% |
| 6M | +11.7% | -20.7% | +32.4% | +14.7% |
| YTD | +38.1% | -18.4% | +56.5% | +40.9% |
| 1Y | +33.4% | -8.1% | +41.4% | +32.9% |
| All | +162.8% | -23.6% | +186.4% | +165.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling