+404.4%
SNXX vs USFD
+18.7%
+385.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.4% | -6.5% | -8.6% |
| 7D | +16.8% | -8.0% | +24.8% | +12.3% |
| 30D | +65.3% | -13.1% | +78.4% | +54.9% |
| 3M | -34.8% | +6.5% | -41.3% | -40.8% |
| 6M | +255.1% | +5.7% | +249.4% | +222.5% |
| All | +404.4% | +18.7% | +385.7% | +337.8% |
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 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