+30.5%
PNC vs USFD
+188.3%
-157.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -1.1% | +3.0% | -4.0% | -2.3% |
| 30D | +4.5% | +11.1% | -6.6% | +0.2% |
| 3M | -10.0% | -0.3% | -9.7% | -10.3% |
| 6M | +3.1% | +15.9% | -12.8% | -3.6% |
| YTD | +11.5% | +41.6% | -30.1% | -5.6% |
| 1Y | +27.3% | +49.4% | -22.1% | +4.9% |
| 3Y | +106.4% | +157.8% | -51.5% | +32.6% |
| All | +30.5% | +188.3% | -157.8% | -23.1% |
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