+298.3%
NSC vs BUD
-4.3%
+302.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.3% |
| 7D | -3.4% | +6.0% | -9.5% | -5.4% |
| 30D | +3.6% | +11.3% | -7.7% | -0.3% |
| 3M | -1.4% | +3.6% | -5.0% | -2.9% |
| 6M | +6.0% | +7.7% | -1.8% | +2.7% |
| YTD | +15.5% | +36.4% | -20.9% | +2.4% |
| 1Y | +16.2% | +37.8% | -21.6% | +2.5% |
| 3Y | +76.9% | +51.2% | +25.7% | +47.7% |
| 5Y | +29.3% | +53.4% | -24.1% | +5.3% |
| 10Y | +298.3% | -3.2% | +301.5% | +230.3% |
| All | +298.3% | -4.3% | +302.6% | +230.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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