+64.5%
NVT vs USFD
+23.2%
+41.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -2.0% |
| 7D | +2.0% | -8.0% | +10.0% | +2.6% |
| 30D | -7.2% | -13.1% | +5.9% | -6.3% |
| 3M | -0.9% | +6.5% | -7.4% | -2.6% |
| 6M | +42.6% | +5.7% | +36.9% | +40.1% |
| YTD | +52.9% | +27.5% | +25.4% | +42.7% |
| 1Y | +64.5% | +23.4% | +41.0% | +50.5% |
| All | +64.5% | +23.2% | +41.3% | +50.5% |
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