+55.2%
USFD vs PLTU
+121.9%
-66.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | +0.3% |
| 7D | +1.7% | +9.0% | -7.4% | +1.4% |
| 30D | +10.2% | -33.0% | +43.1% | +11.2% |
| 3M | -1.5% | -19.0% | +17.5% | -1.3% |
| 6M | +27.3% | +30.4% | -3.1% | +24.5% |
| YTD | +44.0% | -40.2% | +84.2% | +45.2% |
| 1Y | +50.4% | -37.8% | +88.2% | +50.7% |
| All | +55.2% | +121.9% | -66.7% | +32.8% |
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