+7.6%
PSA vs USFD
+34.2%
-26.6%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -1.1% |
| 7D | -3.7% | -3.0% | -0.7% | -2.9% |
| 30D | -7.7% | +3.5% | -11.3% | -8.6% |
| 3M | -0.6% | +26.6% | -27.2% | -5.8% |
| 6M | -0.9% | +11.7% | -12.6% | -3.6% |
| YTD | +18.7% | +38.1% | -19.5% | +8.4% |
| 1Y | +7.6% | +33.4% | -25.7% | -0.7% |
| All | +7.6% | +34.2% | -26.6% | -0.7% |
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