+284.9%
NSC vs AMC
-98.8%
+383.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.1% | -1.5% |
| 7D | +2.5% | +3.5% | -1.0% | +2.4% |
| 30D | +1.7% | +12.5% | -10.8% | +1.4% |
| 3M | -2.6% | +23.6% | -26.1% | -3.1% |
| 6M | +6.4% | +144.4% | -137.9% | +3.8% |
| YTD | +15.5% | +108.3% | -92.8% | +12.8% |
| 1Y | +17.6% | +38.9% | -21.3% | +15.9% |
| 3Y | +75.0% | -58.9% | +133.8% | +74.6% |
| 5Y | +32.2% | -99.2% | +131.4% | +38.2% |
| All | +284.9% | -98.8% | +383.7% | +239.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling