+72.7%
NEM vs BEN
+42.6%
+30.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.5% | -5.3% | -2.8% |
| 7D | +0.3% | +0.2% | +0.1% | +0.2% |
| 30D | +23.1% | -0.5% | +23.6% | +23.2% |
| 3M | +18.5% | +9.7% | +8.8% | +15.3% |
| 6M | +7.8% | +33.9% | -26.1% | +1.3% |
| YTD | +29.1% | +49.0% | -19.9% | +19.9% |
| 1Y | +72.7% | +42.1% | +30.5% | +56.3% |
| All | +72.7% | +42.6% | +30.1% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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