+197.9%
PAAS vs USFD
+359.1%
-161.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.8% | -3.9% |
| 7D | -7.0% | +1.3% | -8.4% | -7.3% |
| 30D | -15.3% | +10.6% | -25.9% | -16.9% |
| 3M | -27.7% | -2.4% | -25.3% | -27.5% |
| 6M | -40.5% | +28.9% | -69.4% | -43.4% |
| YTD | -26.5% | +43.7% | -70.2% | -32.0% |
| 1Y | -0.8% | +48.5% | -49.3% | -8.8% |
| 3Y | +196.9% | +154.7% | +42.2% | +145.5% |
| 5Y | +49.2% | +218.4% | -169.2% | +17.3% |
| All | +197.9% | +359.1% | -161.1% | +116.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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