-30.2%
NVD vs USFD
+49.6%
-79.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +8.5% | -2.0% | +4.3% |
| 7D | +15.0% | +7.8% | +7.1% | +12.9% |
| 30D | +39.3% | +16.2% | +23.1% | +35.1% |
| 3M | +3.1% | +11.0% | -7.9% | +0.7% |
| 6M | -19.0% | +20.7% | -39.7% | -22.2% |
| YTD | -35.5% | +46.0% | -81.5% | -35.9% |
| 1Y | -30.2% | +49.8% | -80.0% | -29.8% |
| All | -30.2% | +49.6% | -79.8% | -29.8% |
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