+719.8%
MU vs USFD
+34.2%
+685.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.1% |
| 7D | +9.0% | -3.0% | +12.0% | +9.0% |
| 30D | +13.8% | +3.5% | +10.3% | +13.9% |
| 3M | +2.1% | +26.6% | -24.5% | -1.6% |
| 6M | +153.8% | +11.7% | +142.1% | +150.5% |
| YTD | +256.4% | +38.1% | +218.3% | +236.1% |
| 1Y | +719.8% | +33.4% | +686.4% | +645.4% |
| All | +719.8% | +34.2% | +685.5% | +645.4% |
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