+335.7%
NSC vs SPXU
-99.5%
+435.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -0.9% |
| 7D | -2.0% | +1.3% | -3.3% | -1.6% |
| 30D | -3.2% | +5.1% | -8.3% | -1.5% |
| 3M | +3.9% | -9.1% | +13.1% | +1.1% |
| 6M | +7.8% | -29.6% | +37.4% | -3.1% |
| YTD | +13.4% | -27.7% | +41.1% | +3.2% |
| 1Y | +20.3% | -37.0% | +57.3% | +5.1% |
| 3Y | +76.1% | -80.2% | +156.2% | +13.2% |
| 5Y | +45.0% | -86.0% | +131.0% | -4.5% |
| 10Y | +335.7% | -99.5% | +435.3% | +6.5% |
| All | +335.7% | -99.5% | +435.2% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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