+141.2%
PSX vs USFD
+156.9%
-15.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | +4.5% | -3.0% | +7.6% | +5.2% |
| 30D | +26.6% | +3.5% | +23.1% | +25.5% |
| 3M | +39.3% | +26.6% | +12.7% | +31.4% |
| 6M | +56.8% | +11.7% | +45.1% | +52.3% |
| YTD | +101.8% | +38.1% | +63.7% | +80.3% |
| 1Y | +99.6% | +33.4% | +66.2% | +80.4% |
| All | +141.2% | +156.9% | -15.7% | +69.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling