+691.2%
SNPS vs USFD
+368.6%
+322.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.1% | +0.6% | +3.0% |
| 7D | +0.2% | +3.9% | -3.7% | -0.7% |
| 30D | -8.4% | +12.8% | -21.3% | -11.1% |
| 3M | +12.3% | +1.0% | +11.3% | +11.7% |
| 6M | -9.6% | +30.3% | -39.8% | -15.4% |
| YTD | -0.6% | +46.0% | -46.5% | -10.4% |
| 1Y | +18.7% | +49.6% | -30.9% | +6.2% |
| 3Y | -7.6% | +166.3% | -173.8% | -27.5% |
| 5Y | +34.1% | +208.4% | -174.3% | +0.8% |
| 10Y | +691.2% | +371.2% | +320.0% | +425.6% |
| All | +691.2% | +368.6% | +322.6% | +425.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling