-10.8%
NVTS vs USFD
+49.6%
-60.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +8.5% | +0.5% | +8.8% |
| 7D | -0.3% | +7.8% | -8.2% | -0.7% |
| 30D | -24.4% | +16.2% | -40.6% | -24.8% |
| 3M | -26.5% | +11.0% | -37.5% | -26.5% |
| 6M | -41.4% | +20.7% | -62.1% | -41.7% |
| YTD | +30.7% | +46.0% | -15.3% | +18.0% |
| 1Y | -10.8% | +49.8% | -60.6% | -20.2% |
| All | -10.8% | +49.6% | -60.4% | -20.2% |
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