+197.4%
PNC vs USFD
+359.1%
-161.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +0.9% | +0.1% |
| 7D | +1.9% | +1.3% | +0.6% | +1.4% |
| 30D | +6.2% | +10.6% | -4.3% | +2.0% |
| 3M | -8.7% | -2.4% | -6.3% | -8.3% |
| 6M | +9.2% | +28.9% | -19.7% | -2.0% |
| YTD | +14.3% | +43.7% | -29.4% | -2.8% |
| 1Y | +27.7% | +48.5% | -20.8% | +6.9% |
| 3Y | +113.5% | +154.7% | -41.2% | +43.1% |
| 5Y | +36.7% | +218.4% | -181.7% | -18.1% |
| All | +197.4% | +359.1% | -161.7% | +47.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling