+1,461.1%
SMCI vs USFD
+325.1%
+1,136.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.0% |
| 7D | +9.7% | -3.3% | +13.0% | +10.9% |
| 30D | +29.3% | -5.3% | +34.6% | +31.6% |
| 3M | -8.5% | +18.8% | -27.3% | -14.7% |
| 6M | +28.6% | +14.3% | +14.3% | +21.0% |
| YTD | +37.5% | +36.9% | +0.7% | +20.4% |
| 1Y | +0.5% | +31.7% | -31.2% | -11.1% |
| 3Y | +43.4% | +164.5% | -121.0% | 0.0% |
| 5Y | +1,008.2% | +212.6% | +795.6% | +625.3% |
| 10Y | +1,776.0% | +329.7% | +1,446.3% | +920.9% |
| All | +1,461.1% | +325.1% | +1,136.0% | +745.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling