+52.1%
USFD vs PLTU
-46.5%
+98.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.3% | 0.0% |
| 7D | -0.2% | -0.9% | +0.7% | -0.2% |
| 30D | +12.3% | -34.7% | +47.0% | +11.6% |
| 3M | -0.7% | -10.8% | +10.1% | -0.8% |
| 6M | +31.3% | +24.1% | +7.2% | +32.3% |
| YTD | +45.7% | -36.8% | +82.5% | +51.8% |
| 1Y | +52.1% | -47.0% | +99.1% | +60.6% |
| All | +52.1% | -46.5% | +98.7% | +60.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling