+312.3%
PAAS vs USFD
+329.0%
-16.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | -2.9% | -3.0% | +0.1% | -2.4% |
| 30D | +6.8% | +3.5% | +3.3% | +6.1% |
| 3M | -2.9% | +26.6% | -29.5% | -7.3% |
| 6M | -16.4% | +11.7% | -28.1% | -18.4% |
| YTD | 0.0% | +38.1% | -38.1% | -6.8% |
| 1Y | +54.3% | +33.4% | +20.9% | +44.6% |
| 3Y | +230.7% | +155.8% | +74.9% | +172.7% |
| 5Y | +111.6% | +214.0% | -102.4% | +66.3% |
| 10Y | +211.7% | +320.4% | -108.7% | +108.9% |
| All | +312.3% | +329.0% | -16.7% | +180.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling