+22.7%
NXT vs USFD
+34.2%
-11.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.2% |
| 7D | -1.1% | -3.0% | +1.9% | -1.0% |
| 30D | -15.3% | +3.5% | -18.9% | -15.2% |
| 3M | -43.8% | +26.6% | -70.4% | -45.3% |
| 6M | -18.7% | +11.7% | -30.4% | -18.8% |
| YTD | -3.0% | +38.1% | -41.1% | -5.9% |
| 1Y | +22.7% | +33.4% | -10.7% | +20.8% |
| All | +22.7% | +34.2% | -11.5% | +20.8% |
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