+24.8%
USFD vs NVMI
+38.3%
-13.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.6% | -5.5% |
| 7D | -7.0% | +6.9% | -13.9% | -7.1% |
| 30D | -10.3% | -2.8% | -7.4% | -10.2% |
| 3M | +9.2% | -27.3% | +36.5% | +10.3% |
| 6M | +7.4% | -13.7% | +21.1% | +7.0% |
| YTD | +29.4% | +13.8% | +15.5% | +24.0% |
| 1Y | +24.8% | +34.9% | -10.0% | +21.1% |
| All | +24.8% | +38.3% | -13.4% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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