+18.3%
NOW vs USFD
+156.9%
-138.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.9% |
| 7D | -2.4% | -3.0% | +0.6% | -1.6% |
| 30D | +20.5% | +3.5% | +17.0% | +19.2% |
| 3M | +18.3% | +26.6% | -8.2% | +10.6% |
| 6M | +24.1% | +11.7% | +12.4% | +19.9% |
| YTD | -7.8% | +38.1% | -45.9% | -20.8% |
| 1Y | -21.4% | +33.4% | -54.8% | -31.3% |
| All | +18.3% | +156.9% | -138.6% | -22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling