+302.3%
NEM vs BND
+15.0%
+287.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | -1.0% | -1.0% | 0.0% | +0.4% |
| 30D | +7.8% | -1.1% | +9.0% | +9.5% |
| 3M | +30.2% | -1.9% | +32.1% | +33.6% |
| 6M | +9.6% | -1.6% | +11.2% | +12.5% |
| YTD | +27.8% | -1.2% | +29.1% | +30.5% |
| 1Y | +60.7% | -0.7% | +61.4% | +63.0% |
| 3Y | +245.3% | +12.5% | +232.8% | +200.2% |
| 5Y | +155.3% | -2.5% | +157.9% | +154.8% |
| All | +302.3% | +15.0% | +287.3% | +179.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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