+54.9%
USFD vs PLTD
-75.6%
+130.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +9.5% | -12.3% | -2.3% |
| 7D | +3.9% | +25.1% | -21.1% | +5.2% |
| 30D | +10.7% | +21.0% | -10.3% | +11.9% |
| 3M | +6.3% | -2.9% | +9.3% | +6.2% |
| 6M | +16.2% | -27.8% | +44.0% | +14.6% |
| YTD | +41.9% | -12.6% | +54.5% | +43.9% |
| 1Y | +44.2% | -9.8% | +54.0% | +47.1% |
| All | +54.9% | -75.6% | +130.6% | +34.3% |
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 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