+619.3%
MKSI vs USFD
+325.1%
+294.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +2.4% |
| 7D | +7.7% | -3.3% | +11.1% | +9.1% |
| 30D | -12.9% | -5.3% | -7.5% | -11.0% |
| 3M | -14.8% | +18.8% | -33.6% | -21.5% |
| 6M | +26.6% | +14.3% | +12.4% | +18.1% |
| YTD | +66.6% | +36.9% | +29.7% | +43.1% |
| 1Y | +144.6% | +31.7% | +112.8% | +112.4% |
| 3Y | +193.1% | +164.5% | +28.7% | +94.0% |
| 5Y | +88.6% | +212.6% | -124.0% | +17.2% |
| 10Y | +490.9% | +329.7% | +161.2% | +211.1% |
| All | +619.3% | +325.1% | +294.2% | +280.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling