+5,605.4%
NSC vs GEN
+8,838.9%
-3,233.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +0.8% |
| 7D | -5.5% | -1.2% | -4.3% | -5.4% |
| 30D | -3.2% | +10.1% | -13.4% | -4.6% |
| 3M | +7.7% | +16.1% | -8.4% | +5.2% |
| 6M | +4.5% | +38.9% | -34.3% | -0.9% |
| YTD | +15.6% | +14.4% | +1.1% | +12.4% |
| 1Y | +19.8% | +5.9% | +14.0% | +17.8% |
| 3Y | +70.1% | +58.8% | +11.3% | +57.1% |
| 5Y | +46.1% | +24.7% | +21.5% | +38.1% |
| 10Y | +328.1% | +163.1% | +165.0% | +255.3% |
| All | +5,605.4% | +8,838.9% | -3,233.5% | +2,734.5% |
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 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