+36.2%
SNPS vs USFD
+208.7%
-172.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -0.6% | +8.4% | -9.0% | -3.7% |
| 30D | -9.8% | +12.7% | -22.6% | -14.1% |
| 3M | +11.7% | +1.1% | +10.6% | +10.7% |
| 6M | -10.9% | +30.2% | -41.1% | -20.6% |
| YTD | -2.1% | +45.8% | -47.9% | -19.3% |
| 1Y | +14.8% | +51.9% | -37.2% | -7.5% |
| 3Y | -11.3% | +158.5% | -169.8% | -44.8% |
| 5Y | +36.2% | +208.0% | -171.8% | -24.4% |
| All | +36.2% | +208.7% | -172.5% | -24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling