+28.0%
NBIS vs USFD
+49.6%
-21.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +8.5% | -15.1% | -5.1% |
| 7D | -22.4% | +7.8% | -30.2% | -21.2% |
| 30D | -39.1% | +16.2% | -55.3% | -38.0% |
| 3M | -37.3% | +11.0% | -48.3% | -36.3% |
| 6M | -19.8% | +20.7% | -40.5% | -20.2% |
| YTD | +69.1% | +46.0% | +23.1% | +32.6% |
| 1Y | +28.0% | +49.8% | -21.8% | -1.8% |
| All | +28.0% | +49.6% | -21.6% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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