+302.5%
NSC vs HRB
+246.2%
+56.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.2% | +5.1% | +2.6% |
| 7D | -5.4% | -2.4% | -2.9% | -4.8% |
| 30D | +2.9% | +15.7% | -12.8% | -0.9% |
| 3M | -2.2% | +11.4% | -13.5% | -5.6% |
| 6M | +5.3% | +40.7% | -35.5% | -4.9% |
| YTD | +14.8% | +21.0% | -6.2% | +6.8% |
| 1Y | +16.6% | +7.2% | +9.3% | +12.1% |
| 3Y | +78.6% | +29.2% | +49.4% | +58.4% |
| 5Y | +27.2% | +142.3% | -115.2% | -10.0% |
| 10Y | +302.5% | +253.1% | +49.5% | +143.3% |
| All | +302.5% | +246.2% | +56.3% | +143.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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