+157.0%
MKSI vs USFD
+34.2%
+122.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.6% | +4.2% |
| 7D | +1.8% | -3.0% | +4.8% | +1.5% |
| 30D | -16.8% | +3.5% | -20.3% | -16.3% |
| 3M | -21.1% | +26.6% | -47.7% | -22.0% |
| 6M | +10.8% | +11.7% | -0.9% | +10.7% |
| YTD | +63.3% | +38.1% | +25.2% | +60.1% |
| 1Y | +157.0% | +33.4% | +123.6% | +149.6% |
| All | +157.0% | +34.2% | +122.8% | +149.6% |
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