+5,605.4%
NSC vs HAS
+3,598.5%
+2,006.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | -5.5% | -1.8% | -3.7% | -5.0% |
| 30D | -3.2% | +2.3% | -5.5% | -3.9% |
| 3M | +7.7% | +10.4% | -2.7% | +4.0% |
| 6M | +4.5% | -3.2% | +7.8% | +4.7% |
| YTD | +15.6% | +15.4% | +0.2% | +9.5% |
| 1Y | +19.8% | +18.8% | +1.0% | +12.3% |
| 3Y | +70.1% | +43.9% | +26.2% | +46.4% |
| 5Y | +46.1% | +13.9% | +32.2% | +32.2% |
| 10Y | +328.1% | +56.4% | +271.7% | +230.9% |
| All | +5,605.4% | +3,598.5% | +2,006.9% | +1,698.2% |
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