+47.9%
NEM vs AMIX
-91.4%
+139.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +13.4% | -16.0% | +29.4% | +13.5% |
| 30D | +6.5% | -55.4% | +61.9% | +7.0% |
| 3M | +14.9% | -87.5% | +102.4% | +16.2% |
| 6M | +5.5% | -81.2% | +86.7% | +7.4% |
| YTD | +21.9% | -86.8% | +108.7% | +24.9% |
| 1Y | +47.9% | -91.6% | +139.5% | +52.3% |
| All | +47.9% | -91.4% | +139.2% | +52.3% |
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