-15.1%
NVO vs USFD
+50.4%
-65.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.9% |
| 7D | +0.9% | +1.3% | -0.4% | +0.7% |
| 30D | +6.8% | +10.6% | -3.8% | +6.0% |
| 3M | -11.3% | -2.4% | -8.8% | -11.6% |
| 6M | -12.4% | +28.9% | -41.3% | -11.6% |
| YTD | -16.1% | +43.7% | -59.8% | -10.3% |
| 1Y | -15.1% | +48.5% | -63.6% | -8.7% |
| All | -15.1% | +50.4% | -65.5% | -8.7% |
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