+57.0%
USFD vs PLTD
-78.0%
+135.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.3% |
| 7D | +1.3% | -9.8% | +11.1% | +0.8% |
| 30D | +10.6% | +18.9% | -8.4% | +11.7% |
| 3M | -2.4% | -4.2% | +1.8% | -2.6% |
| 6M | +28.9% | -34.8% | +63.7% | +26.4% |
| YTD | +43.7% | -21.1% | +64.8% | +45.0% |
| 1Y | +48.5% | -19.3% | +67.7% | +50.3% |
| All | +57.0% | -78.0% | +135.0% | +35.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling