+18.8%
NVDL vs USFD
+23.2%
-4.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.4% | -3.3% | -5.0% |
| 7D | -8.7% | -8.0% | -0.7% | -10.5% |
| 30D | -1.3% | -13.1% | +11.8% | -4.5% |
| 3M | +11.4% | +6.5% | +4.8% | +12.9% |
| 6M | +22.9% | +5.7% | +17.2% | +25.6% |
| YTD | +15.4% | +27.5% | -12.1% | +21.4% |
| 1Y | +18.8% | +23.4% | -4.7% | +16.9% |
| All | +18.8% | +23.2% | -4.4% | +16.9% |
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