+5,440.5%
NSC vs GEN
+8,588.0%
-3,147.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.2% | -2.5% |
| 7D | -6.6% | +2.3% | -8.9% | -6.9% |
| 30D | +2.2% | +33.1% | -30.9% | -2.0% |
| 3M | -6.2% | +6.5% | -12.7% | -7.5% |
| 6M | +1.7% | +53.8% | -52.1% | -5.2% |
| YTD | +12.2% | +11.2% | +1.0% | +9.1% |
| 1Y | +15.4% | +19.4% | -4.0% | +11.1% |
| 3Y | +73.3% | +81.0% | -7.7% | +56.5% |
| 5Y | +24.7% | +33.4% | -8.8% | +16.3% |
| 10Y | +324.5% | +164.3% | +160.2% | +250.7% |
| All | +5,440.5% | +8,588.0% | -3,147.5% | +2,650.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling