+230.2%
NXT vs USFD
+194.4%
+35.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -5.7% | -0.2% | -5.6% | -5.6% |
| 30D | +18.5% | +12.3% | +6.2% | +13.5% |
| 3M | -4.1% | -0.7% | -3.4% | -4.1% |
| 6M | -20.3% | +31.3% | -51.6% | -29.1% |
| YTD | +15.5% | +45.7% | -30.2% | -3.4% |
| 1Y | -5.0% | +52.1% | -57.1% | -22.2% |
| 3Y | +191.6% | +158.2% | +33.4% | +61.0% |
| All | +230.2% | +194.4% | +35.8% | +61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling