+32.3%
NSC vs GEN
+33.3%
-1.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.4% | -4.0% | -2.1% |
| 7D | +2.5% | +2.0% | +0.4% | +2.0% |
| 30D | +1.7% | +27.7% | -26.0% | -3.3% |
| 3M | -2.6% | +3.3% | -5.8% | -3.7% |
| 6M | +6.4% | +31.8% | -25.4% | -0.9% |
| YTD | +15.5% | +13.5% | +2.0% | +11.5% |
| 1Y | +17.6% | +16.0% | +1.6% | +12.8% |
| 3Y | +75.0% | +70.6% | +4.4% | +50.9% |
| All | +32.3% | +33.3% | -1.1% | +18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling