+57.2%
USFD vs PLTU
+124.7%
-67.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +8.4% | -9.2% | +17.6% | +8.6% |
| 30D | +12.7% | -37.3% | +50.1% | +14.0% |
| 3M | +1.1% | -14.7% | +15.8% | +1.1% |
| 6M | +30.2% | +17.3% | +12.9% | +27.8% |
| YTD | +45.8% | -39.4% | +85.3% | +47.0% |
| 1Y | +51.9% | -50.6% | +102.5% | +54.5% |
| All | +57.2% | +124.7% | -67.5% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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