+1,119.4%
NBIS vs USFD
+65.7%
+1,053.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.9% | +8.6% | +8.0% |
| 7D | +22.2% | -3.3% | +25.6% | +23.4% |
| 30D | +29.7% | -5.3% | +35.1% | +31.9% |
| 3M | +11.9% | +18.8% | -6.9% | -0.2% |
| 6M | +173.0% | +14.3% | +158.7% | +146.1% |
| YTD | +191.4% | +36.9% | +154.5% | +116.7% |
| 1Y | +280.7% | +31.7% | +249.0% | +191.3% |
| All | +1,119.4% | +65.7% | +1,053.7% | +525.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling