+326.9%
NSC vs AEIS
+546.3%
-219.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -1.2% |
| 7D | -1.5% | +8.1% | -9.6% | -3.5% |
| 30D | -1.9% | -11.1% | +9.2% | +0.6% |
| 3M | +6.2% | -5.6% | +11.9% | +5.0% |
| 6M | +9.2% | -0.6% | +9.8% | +4.7% |
| YTD | +15.0% | +38.0% | -23.0% | -0.5% |
| 1Y | +21.1% | +87.2% | -66.1% | -5.7% |
| 3Y | +78.6% | +179.7% | -101.1% | +17.8% |
| 5Y | +45.9% | +241.7% | -195.9% | -12.8% |
| 10Y | +326.9% | +547.2% | -220.3% | +70.8% |
| All | +326.9% | +546.3% | -219.5% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AEIS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling