+151.1%
NBIS vs USFD
+24.9%
+126.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.5% | +4.0% | -2.5% |
| 7D | +17.8% | -7.0% | +24.8% | +16.1% |
| 30D | +30.5% | -10.3% | +40.8% | +27.7% |
| 3M | +9.2% | +9.2% | 0.0% | +6.9% |
| 6M | +153.2% | +7.4% | +145.8% | +148.7% |
| YTD | +187.1% | +29.4% | +157.8% | +154.8% |
| 1Y | +151.1% | +24.8% | +126.3% | +108.4% |
| All | +151.1% | +24.9% | +126.2% | +108.4% |
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