+51.1%
NEM vs A
+24.4%
+26.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.0% | +8.9% | +9.6% |
| 7D | +3.7% | -2.4% | +6.1% | +4.4% |
| 30D | +2.0% | +3.6% | -1.6% | +1.1% |
| 3M | +21.1% | +27.5% | -6.4% | +14.0% |
| 6M | +9.5% | +58.5% | -49.0% | -2.4% |
| YTD | +19.1% | +31.2% | -12.1% | +12.5% |
| 1Y | +51.1% | +22.2% | +28.9% | +46.3% |
| All | +51.1% | +24.4% | +26.7% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling