+295.3%
NSC vs BEN
+60.3%
+235.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.7% | -7.1% | -4.5% |
| 7D | -6.2% | +6.6% | -12.8% | -8.9% |
| 30D | +2.6% | +3.8% | -1.3% | +0.7% |
| 3M | -5.8% | +0.2% | -6.0% | -6.2% |
| 6M | +2.1% | +10.4% | -8.3% | -3.1% |
| YTD | +12.7% | +46.2% | -33.5% | -6.3% |
| 1Y | +15.9% | +52.3% | -36.4% | -5.6% |
| 3Y | +74.0% | +65.9% | +8.1% | +31.4% |
| 5Y | +25.2% | +20.6% | +4.6% | +7.0% |
| All | +295.3% | +60.3% | +235.0% | +166.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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