+50.4%
USFD vs PSLV
-10.8%
+61.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.2% |
| 7D | +1.7% | -6.3% | +8.0% | +1.8% |
| 30D | +10.2% | -12.7% | +22.8% | +10.2% |
| 3M | -1.5% | -24.7% | +23.3% | -1.5% |
| 6M | +27.3% | -44.6% | +71.9% | +27.5% |
| YTD | +44.0% | -33.3% | +77.3% | +39.7% |
| 1Y | +50.4% | -8.6% | +58.9% | +40.2% |
| All | +50.4% | -10.8% | +61.2% | +40.2% |
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