+54.7%
USFD vs PLTD
-76.4%
+131.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | -0.3% |
| 7D | +3.0% | +13.7% | -10.8% | +3.7% |
| 30D | +11.1% | +18.4% | -7.4% | +12.1% |
| 3M | -0.3% | -7.5% | +7.2% | -0.6% |
| 6M | +15.9% | -31.3% | +47.2% | +13.9% |
| YTD | +41.6% | -15.4% | +57.0% | +43.4% |
| 1Y | +49.4% | -18.4% | +67.8% | +50.7% |
| All | +54.7% | -76.4% | +131.1% | +33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling