+630.6%
NOW vs USFD
+340.6%
+290.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.8% | -3.1% | -5.3% |
| 7D | -6.7% | +3.9% | -10.6% | -7.6% |
| 30D | -25.8% | +10.7% | -36.5% | -27.7% |
| 3M | -12.7% | +6.3% | -19.0% | -14.2% |
| 6M | +11.2% | +16.2% | -5.0% | +6.7% |
| YTD | -33.2% | +41.9% | -75.0% | -39.6% |
| 1Y | -41.8% | +44.2% | -86.0% | -47.6% |
| 3Y | -15.7% | +159.8% | -175.4% | -33.8% |
| 5Y | -26.0% | +177.1% | -203.1% | -43.5% |
| 10Y | +515.1% | +376.2% | +138.9% | +319.2% |
| All | +630.6% | +340.6% | +290.0% | +411.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling