+131.4%
MKSI vs USFD
+22.2%
+109.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.0% |
| 7D | +2.7% | -8.4% | +11.1% | +1.7% |
| 30D | -12.8% | -14.1% | +1.3% | -14.2% |
| 3M | -22.5% | +4.5% | -27.0% | -23.2% |
| 6M | +19.4% | +4.4% | +15.0% | +18.3% |
| YTD | +67.7% | +26.6% | +41.1% | +64.7% |
| 1Y | +131.4% | +19.4% | +112.0% | +109.2% |
| All | +131.4% | +22.2% | +109.2% | +109.2% |
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