+2,240.4%
PWR vs USFD
+339.9%
+1,900.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.2% | +6.4% | +6.3% |
| 7D | -12.9% | +3.0% | -15.8% | -14.0% |
| 30D | -22.8% | +11.1% | -33.9% | -25.8% |
| 3M | -19.0% | -0.3% | -18.7% | -19.5% |
| 6M | -31.1% | +15.9% | -47.0% | -35.2% |
| YTD | +28.2% | +41.6% | -13.4% | +12.4% |
| 1Y | +22.2% | +49.4% | -27.2% | +5.2% |
| 3Y | +222.1% | +157.8% | +64.3% | +131.6% |
| 5Y | +364.1% | +176.6% | +187.4% | +219.0% |
| 10Y | +1,864.5% | +375.4% | +1,489.1% | +975.4% |
| All | +2,240.4% | +339.9% | +1,900.5% | +1,218.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling