+1,315.7%
MU vs USFD
+215.8%
+1,099.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.3% |
| 7D | +9.0% | -3.0% | +12.0% | +10.5% |
| 30D | +13.8% | +3.5% | +10.3% | +11.5% |
| 3M | +2.1% | +26.6% | -24.5% | -11.4% |
| 6M | +153.8% | +11.7% | +142.1% | +134.9% |
| YTD | +256.4% | +38.1% | +218.3% | +188.6% |
| 1Y | +719.8% | +33.4% | +686.4% | +574.3% |
| 3Y | +1,360.4% | +155.8% | +1,204.5% | +712.9% |
| All | +1,315.7% | +215.8% | +1,099.8% | +589.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling