+49.8%
USFD vs PLTD
-16.1%
+65.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +2.4% | +6.1% | +8.4% |
| 7D | +7.8% | +14.4% | -6.6% | +7.4% |
| 30D | +16.2% | +8.6% | +7.5% | +15.8% |
| 3M | +11.0% | -9.2% | +20.2% | +11.1% |
| 6M | +20.7% | -29.5% | +50.2% | +21.5% |
| YTD | +46.0% | -20.2% | +66.1% | +51.3% |
| 1Y | +49.8% | -16.5% | +66.3% | +57.2% |
| All | +49.8% | -16.1% | +65.9% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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