+24.4%
NSC vs HAS
+50.4%
-26.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.7% |
| 7D | -6.6% | -0.2% | -6.5% | -6.6% |
| 30D | +2.2% | +31.0% | -28.9% | -5.3% |
| 3M | -6.2% | +30.7% | -36.9% | -13.1% |
| 6M | +1.7% | +23.9% | -22.2% | -4.7% |
| YTD | +12.2% | +48.3% | -36.1% | -0.5% |
| 1Y | +15.4% | +60.2% | -44.8% | +0.1% |
| 3Y | +73.3% | +189.2% | -115.9% | +24.6% |
| All | +24.4% | +50.4% | -26.1% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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