+946.5%
SMCI vs USFD
+346.4%
+600.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -1.4% | -9.9% | -10.9% |
| 7D | -0.3% | +1.3% | -1.6% | -0.7% |
| 30D | -30.9% | +10.6% | -41.5% | -33.5% |
| 3M | -28.2% | -2.4% | -25.8% | -28.1% |
| 6M | -17.7% | +28.9% | -46.6% | -26.0% |
| YTD | -7.8% | +43.7% | -51.5% | -21.0% |
| 1Y | -28.8% | +48.5% | -77.3% | -39.7% |
| 3Y | +1.5% | +154.7% | -153.3% | -28.7% |
| 5Y | +517.8% | +218.4% | +299.4% | +299.5% |
| 10Y | +958.4% | +360.6% | +597.8% | +470.7% |
| All | +946.5% | +346.4% | +600.1% | +455.1% |
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 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