+24.8%
USFD vs NVDX
+29.6%
-4.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.9% | -3.6% | -5.5% |
| 7D | -7.0% | -0.9% | -6.1% | -7.0% |
| 30D | -10.3% | +3.0% | -13.3% | -10.1% |
| 3M | +9.2% | +6.8% | +2.4% | +10.0% |
| 6M | +7.4% | +28.6% | -21.2% | +8.0% |
| YTD | +29.4% | +17.0% | +12.4% | +29.5% |
| 1Y | +24.8% | +27.0% | -2.2% | +27.5% |
| All | +24.8% | +29.6% | -4.7% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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