+291.1%
NSC vs SPXU
-99.5%
+390.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +1.1% |
| 7D | +1.6% | -9.4% | +11.0% | -1.5% |
| 30D | +4.2% | +7.4% | -3.2% | +7.3% |
| 3M | -0.2% | +6.2% | -6.4% | +2.5% |
| 6M | +7.6% | -7.2% | +14.8% | +6.1% |
| YTD | +17.4% | -26.8% | +44.1% | +8.0% |
| 1Y | +18.3% | -26.3% | +44.5% | +9.4% |
| 3Y | +79.8% | -80.6% | +160.4% | +14.6% |
| 5Y | +34.3% | -83.6% | +117.9% | -5.7% |
| All | +291.1% | -99.5% | +390.6% | -2.4% |
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