+26.9%
PRU vs USFD
+49.6%
-22.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +8.5% | -1.9% | +5.5% |
| 7D | +9.8% | +7.8% | +1.9% | +8.6% |
| 30D | +11.6% | +16.2% | -4.6% | +10.0% |
| 3M | +3.7% | +11.0% | -7.3% | +2.4% |
| 6M | +33.0% | +20.7% | +12.2% | +31.3% |
| YTD | +16.6% | +46.0% | -29.4% | +14.3% |
| 1Y | +26.9% | +49.8% | -22.8% | +24.2% |
| All | +26.9% | +49.6% | -22.7% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling