+3.6%
NVT vs USFD
+49.6%
-46.0%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +8.5% | -21.2% | -12.2% |
| 7D | -19.5% | +7.8% | -27.3% | -19.1% |
| 30D | -32.4% | +16.2% | -48.6% | -32.7% |
| 3M | -30.3% | +11.0% | -41.3% | -30.3% |
| 6M | -30.4% | +20.7% | -51.2% | -31.9% |
| YTD | +11.3% | +46.0% | -34.6% | -1.0% |
| 1Y | +3.6% | +49.8% | -46.2% | -9.4% |
| All | +3.6% | +49.6% | -46.0% | -9.4% |
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