+20.6%
PRU vs USFD
+49.2%
-28.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | +3.6% | +1.7% | +1.9% | +3.4% |
| 30D | +8.9% | +10.2% | -1.3% | +7.7% |
| 3M | +0.2% | -1.5% | +1.7% | -0.2% |
| 6M | +23.7% | +27.3% | -3.6% | +22.1% |
| YTD | +13.7% | +44.0% | -30.2% | +11.4% |
| 1Y | +20.6% | +50.4% | -29.7% | +17.5% |
| All | +20.6% | +49.2% | -28.6% | +17.5% |
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