+177.1%
USFD vs NVDX
+871.3%
-694.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.4% |
| 7D | -3.0% | +11.6% | -14.6% | -3.5% |
| 30D | +3.5% | +7.5% | -4.0% | +3.1% |
| 3M | +26.6% | +2.1% | +24.5% | +26.0% |
| 6M | +11.7% | +35.5% | -23.8% | +8.9% |
| YTD | +38.1% | +24.1% | +14.0% | +35.0% |
| 1Y | +33.4% | +33.0% | +0.4% | +29.0% |
| All | +177.1% | +871.3% | -694.2% | +126.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling