+362.2%
USFD vs TRMB
+105.7%
+256.4%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -0.6% |
| 7D | +3.0% | -16.7% | +19.6% | +11.1% |
| 30D | +11.1% | -9.9% | +21.0% | +14.7% |
| 3M | -0.3% | -7.6% | +7.3% | +1.1% |
| 6M | +15.9% | -14.7% | +30.6% | +21.6% |
| YTD | +41.6% | -30.9% | +72.6% | +65.4% |
| 1Y | +49.4% | -31.3% | +80.7% | +74.6% |
| 3Y | +157.8% | +29.4% | +128.4% | +95.5% |
| 5Y | +176.6% | -37.4% | +214.0% | +218.5% |
| All | +362.2% | +105.7% | +256.4% | +126.6% |
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