+69.3%
NEM vs ALLE
-8.3%
+77.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.5% |
| 7D | +3.9% | +2.8% | +1.1% | +2.8% |
| 30D | +12.7% | -7.6% | +20.4% | +15.9% |
| 3M | +28.7% | +22.8% | +5.9% | +17.6% |
| 6M | +9.8% | +4.6% | +5.2% | +7.3% |
| YTD | +28.1% | -1.2% | +29.3% | +27.9% |
| 1Y | +69.3% | -9.1% | +78.5% | +73.7% |
| All | +69.3% | -8.3% | +77.7% | +73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALLE 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling