+309.6%
NSC vs SUI
+115.7%
+193.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.4% | -2.2% |
| 7D | -6.6% | +6.2% | -12.8% | -9.0% |
| 30D | +2.2% | +8.6% | -6.4% | -1.6% |
| 3M | -6.2% | +1.0% | -7.2% | -6.9% |
| 6M | +1.7% | -2.6% | +4.3% | +2.2% |
| YTD | +12.2% | -0.1% | +12.4% | +11.4% |
| 1Y | +15.4% | +0.5% | +14.9% | +14.3% |
| 3Y | +73.3% | +15.3% | +58.1% | +58.8% |
| 5Y | +24.7% | -26.1% | +50.8% | +36.1% |
| All | +309.6% | +115.7% | +193.9% | +237.9% |
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