+329.1%
NSC vs GEN
+158.5%
+170.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.0% |
| 7D | -5.5% | -1.2% | -4.3% | -5.3% |
| 30D | -3.2% | +10.1% | -13.4% | -5.3% |
| 3M | +7.7% | +16.1% | -8.4% | +3.9% |
| 6M | +4.5% | +38.9% | -34.3% | -3.7% |
| YTD | +15.6% | +14.4% | +1.1% | +11.1% |
| 1Y | +19.8% | +5.9% | +14.0% | +17.3% |
| 3Y | +70.1% | +58.8% | +11.3% | +50.3% |
| 5Y | +46.1% | +24.7% | +21.5% | +33.3% |
| All | +329.1% | +158.5% | +170.6% | +213.2% |
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