+49.4%
USFD vs TRMB
-33.2%
+82.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -0.2% |
| 7D | +3.0% | -16.7% | +19.6% | +3.1% |
| 30D | +11.1% | -9.9% | +21.0% | +9.8% |
| 3M | -0.3% | -7.6% | +7.3% | -1.8% |
| 6M | +15.9% | -14.7% | +30.6% | +16.0% |
| YTD | +41.6% | -30.9% | +72.6% | +47.8% |
| 1Y | +49.4% | -31.3% | +80.7% | +55.4% |
| All | +49.4% | -33.2% | +82.6% | +55.4% |
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