+73.9%
SMTC vs USFD
+51.3%
+22.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -0.1% | +10.4% | +10.3% |
| 7D | +12.9% | -0.2% | +13.0% | +12.7% |
| 30D | -25.6% | +12.3% | -37.9% | -25.1% |
| 3M | -4.5% | -0.7% | -3.8% | -2.9% |
| 6M | -8.3% | +31.3% | -39.5% | -11.1% |
| YTD | +69.9% | +45.7% | +24.2% | +47.4% |
| 1Y | +73.9% | +52.1% | +21.8% | +43.3% |
| All | +73.9% | +51.3% | +22.6% | +43.3% |
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