+99.6%
PSX vs USFD
+34.2%
+65.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.1% |
| 7D | +4.5% | -3.0% | +7.6% | +4.3% |
| 30D | +26.6% | +3.5% | +23.1% | +27.0% |
| 3M | +39.3% | +26.6% | +12.7% | +42.3% |
| 6M | +56.8% | +11.7% | +45.1% | +59.1% |
| YTD | +101.8% | +38.1% | +63.7% | +104.8% |
| 1Y | +99.6% | +33.4% | +66.2% | +102.9% |
| All | +99.6% | +34.2% | +65.4% | +102.9% |
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