+1,745.9%
SMCI vs USFD
+306.5%
+1,439.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.5% | +2.2% | -1.5% |
| 7D | +5.2% | -7.0% | +12.2% | +7.8% |
| 30D | +23.7% | -10.3% | +34.0% | +28.2% |
| 3M | -4.2% | +9.2% | -13.4% | -8.1% |
| 6M | +21.7% | +7.4% | +14.3% | +16.9% |
| YTD | +33.0% | +29.4% | +3.6% | +18.5% |
| 1Y | -9.3% | +24.8% | -34.1% | -18.5% |
| 3Y | +38.7% | +150.0% | -111.3% | -1.9% |
| 5Y | +967.2% | +195.5% | +771.7% | +608.1% |
| 10Y | +1,745.9% | +315.7% | +1,430.2% | +823.1% |
| All | +1,745.9% | +306.5% | +1,439.3% | +823.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling