+77.1%
PBR vs USFD
+24.9%
+52.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.5% | +6.0% | -0.2% |
| 7D | +0.3% | -7.0% | +7.3% | -0.6% |
| 30D | +17.5% | -10.3% | +27.8% | +15.9% |
| 3M | +20.9% | +9.2% | +11.7% | +21.9% |
| 6M | +20.2% | +7.4% | +12.8% | +21.6% |
| YTD | +84.3% | +29.4% | +54.9% | +81.2% |
| 1Y | +77.1% | +24.8% | +52.3% | +72.5% |
| All | +77.1% | +24.9% | +52.2% | +72.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling