+649.9%
PLTR vs USFD
+207.9%
+442.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.2% |
| 7D | +0.4% | -0.2% | +0.6% | +0.7% |
| 30D | -17.5% | +12.3% | -29.8% | -23.7% |
| 3M | -1.5% | -0.7% | -0.8% | -1.8% |
| 6M | +25.9% | +31.3% | -5.3% | +2.8% |
| YTD | -3.0% | +45.7% | -48.7% | -30.4% |
| 1Y | -9.7% | +52.1% | -61.9% | -37.6% |
| 3Y | +776.5% | +158.2% | +618.2% | +292.0% |
| 5Y | +649.9% | +213.8% | +436.1% | +184.8% |
| All | +649.9% | +207.9% | +442.0% | +184.8% |
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