+69.3%
NEM vs AMIX
-80.5%
+149.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | +3.9% | -3.4% | +7.2% | +3.9% |
| 30D | +12.7% | -54.4% | +67.1% | +13.1% |
| 3M | +28.7% | -45.7% | +74.4% | +30.7% |
| 6M | +9.8% | -49.2% | +58.9% | +11.5% |
| YTD | +28.1% | -60.3% | +88.4% | +30.4% |
| 1Y | +69.3% | -81.4% | +150.7% | +79.1% |
| All | +69.3% | -80.5% | +149.9% | +79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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