+208.4%
USFD vs ZBRA
-45.3%
+253.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.5% | +1.6% | +2.7% |
| 7D | +3.9% | -9.5% | +13.4% | +6.7% |
| 30D | +12.8% | -15.6% | +28.5% | +17.9% |
| 3M | +1.0% | -13.2% | +14.2% | +4.6% |
| 6M | +30.3% | +44.5% | -14.3% | +14.3% |
| YTD | +46.0% | +34.5% | +11.4% | +30.2% |
| 1Y | +49.6% | +25.9% | +23.7% | +36.1% |
| 3Y | +166.3% | +61.3% | +104.9% | +109.3% |
| 5Y | +208.4% | -45.2% | +253.5% | +250.6% |
| All | +208.4% | -45.3% | +253.7% | +250.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling