+476.9%
NEM vs BEN
+4,913.3%
-4,436.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.5% | -5.3% | -2.2% |
| 7D | +0.3% | +0.2% | +0.1% | +0.3% |
| 30D | +23.1% | -0.5% | +23.6% | +23.1% |
| 3M | +18.5% | +9.7% | +8.8% | +17.3% |
| 6M | +7.8% | +33.9% | -26.1% | +4.2% |
| YTD | +29.1% | +49.0% | -19.9% | +23.3% |
| 1Y | +72.7% | +42.1% | +30.5% | +65.6% |
| 3Y | +248.7% | +51.9% | +196.9% | +229.8% |
| 5Y | +148.7% | +39.0% | +109.6% | +135.0% |
| 10Y | +304.8% | +57.9% | +246.9% | +268.4% |
| All | +476.9% | +4,913.3% | -4,436.4% | +523.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling