+70.8%
PAAS vs USFD
+188.3%
-117.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.6% | +1.5% |
| 7D | +8.4% | +3.0% | +5.4% | +7.5% |
| 30D | -7.2% | +11.1% | -18.2% | -10.0% |
| 3M | -14.0% | -0.3% | -13.7% | -14.1% |
| 6M | -26.8% | +15.9% | -42.6% | -30.4% |
| YTD | -19.8% | +41.6% | -61.4% | -29.7% |
| 1Y | +22.8% | +49.4% | -26.6% | +5.6% |
| 3Y | +183.6% | +157.8% | +25.8% | +97.0% |
| All | +70.8% | +188.3% | -117.5% | +8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling