+2.6%
MU vs USFD
+16.9%
-14.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -2.8% | -14.7% | -18.6% |
| 7D | -29.7% | +3.9% | -33.7% | -27.8% |
| 30D | -37.2% | +10.7% | -47.9% | -33.7% |
| 3M | -26.5% | +6.3% | -32.8% | -23.4% |
| 6M | +2.6% | +16.2% | -13.7% | +17.2% |
| All | +2.6% | +16.9% | -14.3% | +17.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling