+49.8%
USFD vs GRMN
+40.7%
+9.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +6.5% | +1.9% | +7.8% |
| 7D | +7.8% | +6.1% | +1.7% | +7.2% |
| 30D | +16.2% | +1.3% | +14.9% | +15.8% |
| 3M | +11.0% | -5.6% | +16.6% | +11.0% |
| 6M | +20.7% | +22.2% | -1.5% | +19.1% |
| YTD | +46.0% | +44.3% | +1.7% | +47.5% |
| 1Y | +49.8% | +43.1% | +6.7% | +51.7% |
| All | +49.8% | +40.7% | +9.1% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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