+6.9%
NXT vs USFD
+49.6%
-42.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +8.5% | +2.7% | +9.4% |
| 7D | +30.0% | +7.8% | +22.1% | +28.0% |
| 30D | +28.6% | +16.2% | +12.4% | +25.1% |
| 3M | +8.4% | +11.0% | -2.6% | +6.5% |
| 6M | -8.7% | +20.7% | -29.5% | -11.2% |
| YTD | +22.5% | +46.0% | -23.5% | +11.3% |
| 1Y | +6.9% | +49.8% | -42.9% | -4.0% |
| All | +6.9% | +49.6% | -42.7% | -4.0% |
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