+157.7%
NEM vs BB
-25.5%
+183.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.5% |
| 7D | +3.1% | +1.8% | +1.2% | +2.8% |
| 30D | +10.0% | -12.2% | +22.2% | +11.6% |
| 3M | +30.9% | -12.3% | +43.2% | +31.8% |
| 6M | +10.5% | +122.7% | -112.2% | -1.4% |
| YTD | +29.7% | +104.5% | -74.8% | +17.0% |
| 1Y | +71.1% | +106.7% | -35.5% | +53.2% |
| 3Y | +252.1% | +70.0% | +182.1% | +210.4% |
| 5Y | +157.7% | -27.8% | +185.5% | +125.1% |
| All | +157.7% | -25.5% | +183.2% | +125.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling