+302.5%
NSC vs GEN
+166.9%
+135.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -5.4% | -0.3% | -5.1% | -5.3% |
| 30D | +2.9% | +28.2% | -25.2% | -2.4% |
| 3M | -2.2% | +2.6% | -4.8% | -3.4% |
| 6M | +5.3% | +32.7% | -27.4% | -2.1% |
| YTD | +14.8% | +11.3% | +3.5% | +10.4% |
| 1Y | +16.6% | +17.9% | -1.4% | +10.5% |
| 3Y | +78.6% | +66.3% | +12.3% | +55.5% |
| 5Y | +27.2% | +31.7% | -4.5% | +14.1% |
| 10Y | +302.5% | +150.0% | +152.5% | +196.5% |
| All | +302.5% | +166.9% | +135.6% | +196.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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