-14.9%
SMCI vs USFD
+23.2%
-38.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -4.2% |
| 7D | -1.3% | -8.0% | +6.7% | -2.7% |
| 30D | +18.3% | -13.1% | +31.4% | +15.3% |
| 3M | +27.7% | +6.5% | +21.2% | +28.0% |
| 6M | +17.6% | +5.7% | +11.8% | +19.0% |
| YTD | +27.7% | +27.5% | +0.2% | +29.1% |
| 1Y | -14.9% | +23.4% | -38.3% | -18.1% |
| All | -14.9% | +23.2% | -38.0% | -18.1% |
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 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