-84.3%
FRMI vs USFD
+36.5%
-120.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.4% | +5.7% | +5.4% |
| 7D | +2.4% | -3.0% | +5.4% | +3.0% |
| 30D | -17.3% | +3.5% | -20.8% | -17.3% |
| 3M | -17.2% | +26.6% | -43.7% | -21.8% |
| 6M | -43.4% | +11.7% | -55.1% | -44.5% |
| YTD | -36.0% | +38.1% | -74.1% | -43.4% |
| All | -84.3% | +36.5% | -120.8% | -86.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling