+9.0%
NVT vs USFD
+49.2%
-40.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | +8.0% | +1.7% | +6.3% | +8.0% |
| 30D | -24.8% | +10.2% | -34.9% | -24.6% |
| 3M | -32.4% | -1.5% | -30.9% | -31.8% |
| 6M | -33.5% | +27.3% | -60.8% | -35.7% |
| YTD | +13.2% | +44.0% | -30.8% | +2.2% |
| 1Y | +9.0% | +50.4% | -41.4% | -4.2% |
| All | +9.0% | +49.2% | -40.2% | -4.2% |
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