+298.3%
NSC vs WU
-35.7%
+334.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.5% | +0.2% |
| 7D | -3.4% | +11.0% | -14.5% | -7.4% |
| 30D | +3.6% | +13.4% | -9.8% | -1.6% |
| 3M | -1.4% | +2.2% | -3.6% | -2.9% |
| 6M | +6.0% | -18.2% | +24.2% | +12.3% |
| YTD | +15.5% | -18.3% | +33.8% | +21.5% |
| 1Y | +16.2% | -12.2% | +28.4% | +18.2% |
| 3Y | +76.9% | -20.8% | +97.8% | +83.0% |
| 5Y | +29.3% | -42.6% | +71.9% | +51.5% |
| 10Y | +298.3% | -35.5% | +333.7% | +331.8% |
| All | +298.3% | -35.7% | +334.0% | +331.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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