+52.9%
USFD vs PLTU
+90.0%
-37.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -19.6% | +16.8% | -2.3% |
| 7D | +3.9% | -39.1% | +43.0% | +5.2% |
| 30D | +10.7% | -37.6% | +48.3% | +11.9% |
| 3M | +6.3% | -12.7% | +19.0% | +6.2% |
| 6M | +16.2% | +1.7% | +14.5% | +14.5% |
| YTD | +41.9% | -48.8% | +90.6% | +43.7% |
| 1Y | +44.2% | -56.2% | +100.4% | +46.7% |
| All | +52.9% | +90.0% | -37.1% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling