+50.9%
USFD vs PLTD
-77.8%
+128.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.0% | -0.1% |
| 7D | -3.0% | +5.9% | -8.9% | -2.6% |
| 30D | +3.5% | -11.6% | +15.1% | +2.9% |
| 3M | +26.6% | -29.9% | +56.5% | +24.8% |
| 6M | +11.7% | -28.5% | +40.2% | +10.6% |
| YTD | +38.1% | -20.4% | +58.5% | +39.3% |
| 1Y | +33.4% | -33.3% | +66.6% | +31.8% |
| All | +50.9% | -77.8% | +128.7% | +30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling