+298.3%
NSC vs SUI
+117.1%
+181.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.0% |
| 7D | -3.4% | +3.4% | -6.8% | -4.8% |
| 30D | +3.6% | +4.6% | -1.0% | +1.4% |
| 3M | -1.4% | +1.6% | -3.0% | -2.4% |
| 6M | +6.0% | -3.5% | +9.4% | +6.8% |
| YTD | +15.5% | -1.0% | +16.5% | +15.1% |
| 1Y | +16.2% | -1.7% | +18.0% | +16.1% |
| 3Y | +76.9% | +18.4% | +58.6% | +60.1% |
| 5Y | +29.3% | -26.3% | +55.7% | +41.4% |
| 10Y | +298.3% | +123.3% | +174.9% | +219.8% |
| All | +298.3% | +117.1% | +181.2% | +219.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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