+991.6%
WDC vs NSC
+44.1%
+947.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.5% | +1.8% |
| 7D | +7.5% | -2.0% | +9.5% | +8.6% |
| 30D | +10.1% | -3.2% | +13.2% | +11.8% |
| 3M | -6.8% | +3.9% | -10.7% | -9.5% |
| 6M | +84.1% | +7.8% | +76.4% | +74.2% |
| YTD | +180.3% | +13.4% | +166.8% | +156.2% |
| 1Y | +411.1% | +20.3% | +390.8% | +350.2% |
| 3Y | +1,375.0% | +76.1% | +1,298.9% | +892.5% |
| 5Y | +991.6% | +45.0% | +946.6% | +747.8% |
| All | +991.6% | +44.1% | +947.5% | +747.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 5y: compounded portfolio wealth divided by compounded NSC 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…
5y analysis · Full analysis span regression · 6 months rolling