+5,648.5%
NSC vs BEN
+5,193.4%
+455.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -3.5% | +7.2% | -10.7% | -6.3% |
| 30D | +3.9% | +14.1% | -10.2% | -1.6% |
| 3M | -0.8% | +9.9% | -10.7% | -4.8% |
| 6M | +7.1% | +17.4% | -10.3% | -0.3% |
| YTD | +16.4% | +57.3% | -40.9% | -4.2% |
| 1Y | +16.9% | +66.9% | -50.0% | -6.2% |
| 3Y | +78.4% | +85.7% | -7.3% | +33.3% |
| 5Y | +33.1% | +31.2% | +1.9% | +11.6% |
| 10Y | +299.9% | +61.0% | +238.8% | +192.1% |
| All | +5,648.5% | +5,193.4% | +455.1% | +1,356.7% |
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