-13.0%
PINS vs USFD
+208.3%
-221.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.5% | -4.2% | +0.8% |
| 7D | +1.4% | +7.8% | -6.4% | -1.8% |
| 30D | +5.8% | +16.2% | -10.4% | -0.6% |
| 3M | -17.0% | +11.0% | -28.0% | -20.8% |
| 6M | +1.8% | +20.7% | -18.9% | -6.6% |
| YTD | -18.0% | +46.0% | -64.0% | -32.1% |
| 1Y | -35.5% | +49.8% | -85.3% | -47.4% |
| 3Y | -31.4% | +167.3% | -198.7% | -56.7% |
| 5Y | -51.4% | +197.2% | -248.6% | -70.8% |
| All | -13.0% | +208.3% | -221.3% | -53.3% |
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