-6.1%
NVD vs USFD
+50.4%
-56.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.4% | +10.4% | +9.3% |
| 7D | +17.0% | +1.3% | +15.7% | +16.6% |
| 30D | +77.3% | +10.6% | +66.7% | +73.0% |
| 3M | +61.6% | -2.4% | +64.0% | +61.8% |
| 6M | +40.7% | +28.9% | +11.7% | +34.7% |
| YTD | -10.5% | +43.7% | -54.2% | -11.5% |
| 1Y | -6.1% | +48.5% | -54.6% | -6.0% |
| All | -6.1% | +50.4% | -56.5% | -6.0% |
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