+967.2%
SMCI vs USFD
+197.4%
+769.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.5% | +2.2% | -0.8% |
| 7D | +5.2% | -7.0% | +12.2% | +8.7% |
| 30D | +23.7% | -10.3% | +34.0% | +29.8% |
| 3M | -4.2% | +9.2% | -13.4% | -9.9% |
| 6M | +21.7% | +7.4% | +14.3% | +14.6% |
| YTD | +33.0% | +29.4% | +3.6% | +11.1% |
| 1Y | -9.3% | +24.8% | -34.1% | -23.2% |
| 3Y | +38.7% | +150.0% | -111.3% | -21.1% |
| 5Y | +967.2% | +195.5% | +771.7% | +454.7% |
| All | +967.2% | +197.4% | +769.8% | +454.7% |
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