+27.2%
NSC vs HAS
+51.1%
-23.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +1.4% |
| 7D | -5.4% | +2.2% | -7.5% | -5.9% |
| 30D | +2.9% | +29.6% | -26.6% | -4.2% |
| 3M | -2.2% | +30.3% | -32.4% | -9.2% |
| 6M | +5.3% | +25.6% | -20.3% | -1.7% |
| YTD | +14.8% | +50.8% | -36.1% | +1.3% |
| 1Y | +16.6% | +63.0% | -46.5% | +0.6% |
| 3Y | +78.6% | +211.6% | -133.0% | +25.8% |
| 5Y | +27.2% | +50.4% | -23.2% | +15.0% |
| All | +27.2% | +51.1% | -23.9% | +15.0% |
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