+5,605.4%
NSC vs BEN
+4,913.3%
+692.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.0% | -0.9% |
| 7D | -5.5% | +0.2% | -5.7% | -5.6% |
| 30D | -3.2% | -0.5% | -2.7% | -3.0% |
| 3M | +7.7% | +9.7% | -2.0% | +3.4% |
| 6M | +4.5% | +33.9% | -29.4% | -7.8% |
| YTD | +15.6% | +49.0% | -33.4% | -2.5% |
| 1Y | +19.8% | +42.1% | -22.3% | +2.6% |
| 3Y | +70.1% | +51.9% | +18.2% | +38.0% |
| 5Y | +46.1% | +39.0% | +7.1% | +19.1% |
| 10Y | +328.1% | +57.9% | +270.2% | +215.0% |
| All | +5,605.4% | +4,913.3% | +692.0% | +1,382.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling