+148.1%
MTZ vs USFD
+156.9%
-8.8%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.3% |
| 7D | -1.6% | -3.0% | +1.4% | -0.3% |
| 30D | -11.1% | +3.5% | -14.6% | -12.6% |
| 3M | -36.7% | +26.6% | -63.3% | -44.7% |
| 6M | -21.9% | +11.7% | -33.6% | -27.2% |
| YTD | +9.1% | +38.1% | -29.0% | -11.9% |
| 1Y | +30.0% | +33.4% | -3.4% | +6.8% |
| All | +148.1% | +156.9% | -8.8% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling