+300.2%
NEM vs BEN
+56.7%
+243.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.6% | -1.8% |
| 7D | -3.3% | +0.3% | -3.6% | -3.4% |
| 30D | +7.8% | +0.9% | +6.9% | +7.7% |
| 3M | +36.3% | +9.2% | +27.1% | +34.1% |
| 6M | +6.6% | +36.8% | -30.2% | +0.9% |
| YTD | +27.1% | +44.4% | -17.2% | +19.0% |
| 1Y | +62.3% | +45.8% | +16.5% | +51.5% |
| 3Y | +245.1% | +52.5% | +192.5% | +215.9% |
| 5Y | +154.0% | +37.7% | +116.3% | +131.8% |
| All | +300.2% | +56.7% | +243.5% | +235.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling