+49.4%
USFD vs NIO
-54.3%
+103.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.9% | -6.1% | -0.5% |
| 7D | +3.0% | +5.6% | -2.7% | +2.6% |
| 30D | +11.1% | -4.2% | +15.3% | +11.2% |
| 3M | -0.3% | -26.3% | +26.0% | +0.9% |
| 6M | +15.9% | -42.5% | +58.4% | +18.4% |
| YTD | +41.6% | -33.5% | +75.2% | +42.9% |
| 1Y | +49.4% | -52.7% | +102.1% | +66.0% |
| All | +49.4% | -54.3% | +103.6% | +66.0% |
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