+4.3%
NEE vs USFD
+49.2%
-45.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -2.1% | +1.7% | -3.8% | -2.4% |
| 30D | +8.6% | +10.2% | -1.5% | +6.7% |
| 3M | -0.3% | -1.5% | +1.2% | -0.6% |
| 6M | -8.9% | +27.3% | -36.3% | -12.8% |
| YTD | +8.3% | +44.0% | -35.6% | +1.6% |
| 1Y | +4.3% | +50.4% | -46.1% | -2.9% |
| All | +4.3% | +49.2% | -45.0% | -2.9% |
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