+371.2%
USFD vs TRMB
+105.8%
+265.4%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.5% |
| 7D | +3.9% | -17.0% | +20.9% | +12.4% |
| 30D | +12.8% | -9.0% | +21.8% | +16.0% |
| 3M | +1.0% | -8.1% | +9.1% | +2.7% |
| 6M | +30.3% | -10.1% | +40.3% | +32.6% |
| YTD | +46.0% | -30.2% | +76.2% | +69.6% |
| 1Y | +49.6% | -30.7% | +80.3% | +74.0% |
| 3Y | +166.3% | +32.6% | +133.6% | +99.0% |
| 5Y | +208.4% | -38.1% | +246.5% | +259.7% |
| 10Y | +371.2% | +98.9% | +272.3% | +128.7% |
| All | +371.2% | +105.8% | +265.4% | +128.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling