+23.4%
USFD vs PSLV
+50.0%
-26.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.3% | +3.9% | -1.5% |
| 7D | -8.0% | -4.9% | -3.1% | -8.0% |
| 30D | -13.1% | -1.9% | -11.2% | -13.1% |
| 3M | +6.5% | +4.2% | +2.3% | +6.6% |
| 6M | +5.7% | -27.6% | +33.3% | +5.4% |
| YTD | +27.5% | -11.7% | +39.2% | +25.5% |
| 1Y | +23.4% | +49.3% | -25.9% | +25.3% |
| All | +23.4% | +50.0% | -26.5% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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