-41.8%
NOW vs USFD
+46.0%
-87.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.8% | -3.1% | -6.3% |
| 7D | -6.7% | +3.9% | -10.6% | -6.1% |
| 30D | -25.8% | +10.7% | -36.5% | -24.8% |
| 3M | -12.7% | +6.3% | -19.0% | -11.7% |
| 6M | +11.2% | +16.2% | -5.0% | +16.9% |
| YTD | -33.2% | +41.9% | -75.0% | -30.4% |
| 1Y | -41.8% | +44.2% | -86.0% | -39.6% |
| All | -41.8% | +46.0% | -87.8% | -39.6% |
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 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