+291.2%
USFD vs NBIX
+233.8%
+57.4%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | 0.0% | -5.5% | -5.5% |
| 7D | -7.0% | -1.7% | -5.3% | -6.7% |
| 30D | -10.3% | -5.9% | -4.4% | -9.3% |
| 3M | +9.2% | -6.1% | +15.3% | +10.1% |
| 6M | +7.4% | +19.4% | -12.0% | +3.3% |
| YTD | +29.4% | +9.4% | +20.0% | +25.9% |
| 1Y | +24.8% | +7.6% | +17.2% | +21.5% |
| 3Y | +150.0% | +42.0% | +108.0% | +123.7% |
| 5Y | +195.5% | +64.3% | +131.2% | +152.4% |
| 10Y | +315.7% | +215.4% | +100.4% | +232.5% |
| All | +291.2% | +233.8% | +57.4% | +210.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling