+174.5%
USFD vs NVDX
+833.4%
-658.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.9% | +3.0% | -0.7% |
| 7D | -3.3% | +7.3% | -10.7% | -3.7% |
| 30D | -5.3% | -0.9% | -4.4% | -5.4% |
| 3M | +18.8% | +8.4% | +10.4% | +17.9% |
| 6M | +14.3% | +38.2% | -23.9% | +11.3% |
| YTD | +36.9% | +19.3% | +17.6% | +34.0% |
| 1Y | +31.7% | +33.3% | -1.5% | +27.3% |
| All | +174.5% | +833.4% | -658.8% | +125.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling