+74.7%
NUE vs USFD
+49.2%
+25.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.6% | -3.5% |
| 7D | +2.8% | +1.7% | +1.1% | +2.7% |
| 30D | -2.1% | +10.2% | -12.2% | -2.2% |
| 3M | -7.3% | -1.5% | -5.8% | -6.8% |
| 6M | +8.9% | +27.3% | -18.5% | +7.3% |
| YTD | +55.6% | +44.0% | +11.6% | +50.1% |
| 1Y | +74.7% | +50.4% | +24.3% | +67.5% |
| All | +74.7% | +49.2% | +25.4% | +67.5% |
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