+28.0%
NXT vs USFD
+24.9%
+3.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.5% | +1.9% | -3.3% |
| 7D | -0.2% | -7.0% | +6.8% | +0.2% |
| 30D | -20.0% | -10.3% | -9.7% | -19.5% |
| 3M | -30.9% | +9.2% | -40.1% | -31.6% |
| 6M | -23.8% | +7.4% | -31.2% | -23.6% |
| YTD | -5.4% | +29.4% | -34.8% | -7.7% |
| 1Y | +28.0% | +24.8% | +3.2% | +26.2% |
| All | +28.0% | +24.9% | +3.2% | +26.2% |
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