+49.8%
USFD vs TRMB
-31.2%
+81.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -17.3% | +25.8% | +8.9% |
| 7D | +7.8% | -15.7% | +23.5% | +7.9% |
| 30D | +16.2% | -7.8% | +23.9% | +14.5% |
| 3M | +11.0% | -9.3% | +20.3% | +9.7% |
| 6M | +20.7% | -20.8% | +41.5% | +22.8% |
| YTD | +46.0% | -30.8% | +76.7% | +53.3% |
| 1Y | +49.8% | -31.0% | +80.8% | +56.2% |
| All | +49.8% | -31.2% | +81.0% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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