+1,865.8%
PWR vs USFD
+368.6%
+1,497.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.1% | +6.3% | +8.4% |
| 7D | -4.8% | +3.9% | -8.7% | -6.2% |
| 30D | -16.2% | +12.8% | -29.1% | -19.7% |
| 3M | -11.9% | +1.0% | -12.9% | -12.7% |
| 6M | -20.6% | +30.3% | -50.8% | -27.9% |
| YTD | +40.3% | +46.0% | -5.7% | +21.9% |
| 1Y | +33.0% | +49.6% | -16.6% | +14.6% |
| 3Y | +250.0% | +166.3% | +83.7% | +149.3% |
| 5Y | +404.2% | +208.4% | +195.8% | +235.9% |
| 10Y | +1,865.8% | +371.2% | +1,494.6% | +1,041.9% |
| All | +1,865.8% | +368.6% | +1,497.2% | +1,041.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling