+24.8%
USFD vs NVS
+10.4%
+14.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.2% | -5.3% | -5.4% |
| 7D | -7.0% | -15.4% | +8.4% | -3.3% |
| 30D | -10.3% | -12.3% | +2.0% | -7.8% |
| 3M | +9.2% | -7.8% | +17.0% | +10.4% |
| 6M | +7.4% | -13.0% | +20.4% | +9.9% |
| YTD | +29.4% | +2.8% | +26.6% | +29.3% |
| 1Y | +24.8% | +10.6% | +14.2% | +23.9% |
| All | +24.8% | +10.4% | +14.4% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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