+217.7%
WAB vs USFD
+208.8%
+9.0%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.7% |
| 7D | +7.9% | +1.3% | +6.6% | +7.4% |
| 30D | +4.9% | +10.6% | -5.7% | +0.6% |
| 3M | +1.8% | -2.4% | +4.2% | +2.4% |
| 6M | +12.0% | +28.9% | -17.0% | 0.0% |
| YTD | +41.3% | +43.7% | -2.4% | +19.0% |
| 1Y | +43.8% | +48.5% | -4.7% | +19.1% |
| 3Y | +171.1% | +154.7% | +16.4% | +75.3% |
| 5Y | +217.7% | +218.4% | -0.7% | +82.1% |
| All | +217.7% | +208.8% | +9.0% | +82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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