+158.5%
USFD vs NVMI
+204.4%
-45.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.1% |
| 7D | +8.4% | +7.6% | +0.8% | +7.7% |
| 30D | +12.7% | -7.7% | +20.5% | +13.3% |
| 3M | +1.1% | -15.4% | +16.5% | +2.2% |
| 6M | +30.2% | -37.5% | +67.7% | +33.9% |
| YTD | +45.8% | -0.8% | +46.7% | +41.8% |
| 1Y | +51.9% | +2.4% | +49.6% | +46.9% |
| 3Y | +158.5% | +191.5% | -33.0% | +111.3% |
| All | +158.5% | +204.4% | -45.9% | +111.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling