+50.4%
USFD vs NIO
-55.0%
+105.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.9% | +5.1% | +0.5% |
| 7D | +1.7% | -14.5% | +16.1% | +2.7% |
| 30D | +10.2% | -15.0% | +25.1% | +11.2% |
| 3M | -1.5% | -35.6% | +34.1% | +0.7% |
| 6M | +27.3% | -55.7% | +83.0% | +32.5% |
| YTD | +44.0% | -43.1% | +87.1% | +46.9% |
| 1Y | +50.4% | -53.5% | +103.9% | +63.4% |
| All | +50.4% | -55.0% | +105.3% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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