+23.0%
MMM vs USFD
+49.6%
-26.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +8.5% | +1.1% | +7.0% |
| 7D | +12.2% | +7.8% | +4.4% | +9.7% |
| 30D | +18.8% | +16.2% | +2.7% | +14.2% |
| 3M | +7.4% | +11.0% | -3.6% | +4.2% |
| 6M | +38.3% | +20.7% | +17.6% | +30.9% |
| YTD | +22.9% | +46.0% | -23.1% | +11.4% |
| 1Y | +23.0% | +49.8% | -26.8% | +11.0% |
| All | +23.0% | +49.6% | -26.6% | +11.0% |
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