+72.2%
SMTC vs USFD
+49.6%
+22.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +8.5% | -21.4% | -11.7% |
| 7D | -24.5% | +7.8% | -32.4% | -23.5% |
| 30D | -42.5% | +16.2% | -58.6% | -42.1% |
| 3M | -14.1% | +11.0% | -25.1% | -13.2% |
| 6M | +3.6% | +20.7% | -17.1% | +3.8% |
| YTD | +50.6% | +46.0% | +4.6% | +35.8% |
| 1Y | +72.2% | +49.8% | +22.5% | +51.8% |
| All | +72.2% | +49.6% | +22.6% | +51.8% |
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