+47.7%
SMTC vs USFD
+46.1%
+1.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -0.2% | +12.9% | +12.7% |
| 7D | -19.0% | +3.0% | -21.9% | -18.2% |
| 30D | -46.7% | +11.1% | -57.8% | -46.6% |
| 3M | -23.4% | -0.3% | -23.1% | -22.5% |
| 6M | -13.4% | +15.9% | -29.3% | -13.4% |
| YTD | +40.1% | +41.6% | -1.6% | +22.5% |
| 1Y | +47.7% | +49.4% | -1.7% | +22.1% |
| All | +47.7% | +46.1% | +1.6% | +22.1% |
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 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