+329.7%
USFD vs TRMB
+114.9%
+214.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -0.3% |
| 7D | -3.3% | -0.3% | -3.1% | -3.2% |
| 30D | -5.3% | -1.2% | -4.1% | -5.0% |
| 3M | +18.8% | +9.6% | +9.2% | +11.8% |
| 6M | +14.3% | -16.1% | +30.4% | +23.8% |
| YTD | +36.9% | -25.0% | +61.8% | +56.7% |
| 1Y | +31.7% | -27.7% | +59.4% | +53.1% |
| 3Y | +164.5% | +15.3% | +149.2% | +120.4% |
| 5Y | +212.6% | -37.4% | +250.0% | +272.9% |
| 10Y | +329.7% | +117.5% | +212.3% | +107.6% |
| All | +329.7% | +114.9% | +214.8% | +107.6% |
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