+302.5%
NSC vs SPXU
-99.5%
+402.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -7.0% | +8.9% | -0.5% |
| 7D | -5.4% | -1.5% | -3.9% | -5.4% |
| 30D | +2.9% | +9.7% | -6.7% | +6.7% |
| 3M | -2.2% | +8.4% | -10.6% | +1.2% |
| 6M | +5.3% | -5.7% | +11.0% | +4.4% |
| YTD | +14.8% | -25.4% | +40.2% | +6.2% |
| 1Y | +16.6% | -28.9% | +45.4% | +6.5% |
| 3Y | +78.6% | -81.2% | +159.8% | +12.6% |
| 5Y | +27.2% | -83.3% | +110.5% | -10.2% |
| 10Y | +302.5% | -99.5% | +402.0% | +1.1% |
| All | +302.5% | -99.5% | +402.0% | +1.1% |
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