+57.3%
USFD vs PLTU
+126.1%
-68.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +11.1% | -8.0% | +2.8% |
| 7D | +3.9% | -11.7% | +15.6% | +4.2% |
| 30D | +12.8% | -36.9% | +49.8% | +14.1% |
| 3M | +1.0% | -10.9% | +11.9% | +0.9% |
| 6M | +30.3% | +18.0% | +12.3% | +27.9% |
| YTD | +46.0% | -39.0% | +85.0% | +47.1% |
| 1Y | +49.6% | -41.5% | +91.1% | +50.4% |
| All | +57.3% | +126.1% | -68.8% | +34.6% |
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