-6.1%
PATH vs USFD
+156.9%
-163.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.4% | -16.3% | -16.5% |
| 7D | -16.3% | -3.0% | -13.3% | -15.6% |
| 30D | +9.9% | +3.5% | +6.4% | +8.7% |
| 3M | +30.2% | +26.6% | +3.6% | +21.2% |
| 6M | +37.2% | +11.7% | +25.5% | +32.1% |
| YTD | -7.3% | +38.1% | -45.5% | -22.1% |
| 1Y | +40.0% | +33.4% | +6.6% | +19.6% |
| All | -6.1% | +156.9% | -163.0% | -51.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling