-16.9%
NBIS vs USFD
+30.6%
-47.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.1% | +15.5% | +15.4% |
| 7D | +9.3% | -0.2% | +9.5% | +8.3% |
| 30D | -26.4% | +12.3% | -38.7% | -16.9% |
| 3M | -19.9% | -0.7% | -19.2% | -26.9% |
| 6M | -16.9% | +31.3% | -48.1% | +21.6% |
| All | -16.9% | +30.6% | -47.5% | +21.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling