-73.1%
SMR vs USFD
+34.2%
-107.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.4% |
| 7D | +4.4% | -3.0% | +7.4% | +5.1% |
| 30D | +3.4% | +3.5% | -0.1% | +2.8% |
| 3M | -19.2% | +26.6% | -45.7% | -26.1% |
| 6M | -22.6% | +11.7% | -34.4% | -24.7% |
| YTD | -31.5% | +38.1% | -69.7% | -45.2% |
| 1Y | -73.1% | +33.4% | -106.5% | -77.0% |
| All | -73.1% | +34.2% | -107.3% | -77.0% |
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