+305.5%
USFD vs NBIX
+219.9%
+85.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -8.4% | +0.4% | -8.7% | -8.4% |
| 30D | -14.1% | -0.2% | -13.9% | -14.1% |
| 3M | +4.5% | -4.0% | +8.5% | +5.0% |
| 6M | +4.4% | +20.6% | -16.2% | +0.1% |
| YTD | +26.6% | +10.1% | +16.4% | +23.0% |
| 1Y | +19.4% | +8.8% | +10.6% | +15.9% |
| 3Y | +144.6% | +42.5% | +102.1% | +118.2% |
| 5Y | +194.5% | +61.5% | +133.0% | +151.6% |
| All | +305.5% | +219.9% | +85.7% | +222.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 10y: compounded portfolio wealth divided by compounded NBIX 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…
10y analysis · Full analysis span regression · 6 months rolling