+299.9%
NSC vs HDB
+64.3%
+235.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -3.5% | +6.9% | -10.5% | -5.5% |
| 30D | +3.9% | +15.2% | -11.3% | -0.5% |
| 3M | -0.8% | +11.7% | -12.5% | -4.4% |
| 6M | +7.1% | +7.5% | -0.4% | +3.8% |
| YTD | +16.4% | -28.8% | +45.2% | +27.8% |
| 1Y | +16.9% | -29.1% | +46.0% | +28.4% |
| 3Y | +78.4% | -7.0% | +85.4% | +75.6% |
| 5Y | +33.1% | -22.1% | +55.2% | +36.6% |
| 10Y | +299.9% | +64.9% | +235.0% | +195.7% |
| All | +299.9% | +64.3% | +235.5% | +195.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling