+5,601.7%
NSC vs HAS
+4,678.1%
+923.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.6% | -3.8% |
| 7D | -3.8% | 0.0% | -3.8% | -3.8% |
| 30D | +4.1% | +31.3% | -27.2% | -4.4% |
| 3M | -3.3% | +32.1% | -35.4% | -11.5% |
| 6M | +5.9% | +28.1% | -22.3% | -2.8% |
| YTD | +15.5% | +49.1% | -33.6% | +0.9% |
| 1Y | +19.3% | +60.5% | -41.2% | +1.9% |
| 3Y | +79.0% | +183.9% | -104.8% | +25.3% |
| 5Y | +28.3% | +51.2% | -22.9% | +6.3% |
| 10Y | +336.8% | +105.3% | +231.6% | +210.4% |
| All | +5,601.7% | +4,678.1% | +923.6% | +1,557.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling