-51.8%
PODD vs USFD
+215.4%
-267.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +2.0% | +2.1% |
| 7D | +4.1% | +1.7% | +2.4% | +3.4% |
| 30D | +13.9% | +10.2% | +3.7% | +9.6% |
| 3M | +4.1% | -1.5% | +5.6% | +4.5% |
| 6M | +2.4% | +27.3% | -24.9% | -7.5% |
| YTD | -46.4% | +44.0% | -90.3% | -55.3% |
| 1Y | -54.2% | +50.4% | -104.5% | -62.6% |
| 3Y | -6.9% | +153.6% | -160.4% | -43.2% |
| All | -51.8% | +215.4% | -267.2% | -74.6% |
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