+245.3%
NEM vs AU
+577.5%
-332.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.2% |
| 7D | -1.0% | -4.3% | +3.3% | +1.6% |
| 30D | +7.8% | +7.3% | +0.5% | +3.1% |
| 3M | +30.2% | +26.3% | +3.9% | +12.7% |
| 6M | +9.6% | +1.8% | +7.8% | +6.9% |
| YTD | +27.8% | +26.8% | +1.0% | +9.6% |
| 1Y | +60.7% | +66.7% | -6.0% | +18.8% |
| 3Y | +245.3% | +579.1% | -333.8% | +18.7% |
| All | +245.3% | +577.5% | -332.2% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling