+214.3%
USFD vs WU
-43.8%
+258.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.1% |
| 7D | +1.7% | -2.0% | +3.7% | +2.1% |
| 30D | +10.2% | +11.4% | -1.2% | +7.3% |
| 3M | -1.5% | -6.8% | +5.3% | -0.2% |
| 6M | +27.3% | -14.6% | +42.0% | +30.8% |
| YTD | +44.0% | -20.6% | +64.6% | +50.0% |
| 1Y | +50.4% | -15.4% | +65.7% | +53.4% |
| 3Y | +153.6% | -23.6% | +177.2% | +160.3% |
| All | +214.3% | -43.8% | +258.1% | +256.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling