+315.7%
USFD vs ZBRA
+407.5%
-91.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.2% | -3.3% | -4.8% |
| 7D | -7.0% | -1.8% | -5.2% | -6.5% |
| 30D | -10.3% | -8.8% | -1.5% | -7.7% |
| 3M | +9.2% | +47.2% | -38.0% | -5.8% |
| 6M | +7.4% | +61.3% | -53.9% | -11.1% |
| YTD | +29.4% | +42.0% | -12.6% | +11.4% |
| 1Y | +24.8% | +10.5% | +14.4% | +16.3% |
| 3Y | +150.0% | +34.5% | +115.5% | +106.3% |
| 5Y | +195.5% | -40.3% | +235.8% | +218.1% |
| 10Y | +315.7% | +421.5% | -105.8% | +158.6% |
| All | +315.7% | +407.5% | -91.7% | +158.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ZBRA 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling