+2,771.1%
NOW vs NSC
+536.2%
+2,235.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.2% |
| 7D | -2.4% | -5.5% | +3.1% | -0.1% |
| 30D | +20.5% | -3.2% | +23.7% | +21.9% |
| 3M | +18.3% | +7.7% | +10.7% | +14.1% |
| 6M | +24.1% | +4.5% | +19.5% | +19.4% |
| YTD | -7.8% | +15.6% | -23.4% | -15.5% |
| 1Y | -21.4% | +19.8% | -41.2% | -29.3% |
| 3Y | +19.5% | +70.1% | -50.6% | -11.1% |
| 5Y | +4.1% | +46.1% | -42.0% | -17.4% |
| 10Y | +826.4% | +328.1% | +498.3% | +320.3% |
| All | +2,771.1% | +536.2% | +2,235.0% | +1,049.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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