-26.9%
NU vs USFD
+50.4%
-77.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -3.9% |
| 7D | +0.8% | +1.3% | -0.5% | +0.7% |
| 30D | -24.1% | +10.6% | -34.6% | -24.5% |
| 3M | -12.8% | -2.4% | -10.3% | -12.6% |
| 6M | -10.9% | +28.9% | -39.8% | -13.6% |
| YTD | -29.3% | +43.7% | -73.1% | -33.5% |
| 1Y | -26.9% | +48.5% | -75.4% | -32.2% |
| All | -26.9% | +50.4% | -77.3% | -32.2% |
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 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