+324.9%
NEM vs BND
+76.6%
+248.3%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.7% |
| 7D | +3.9% | +0.1% | +3.7% | +3.7% |
| 30D | +12.7% | -0.4% | +13.1% | +13.1% |
| 3M | +28.7% | -0.2% | +28.9% | +29.1% |
| 6M | +9.8% | -1.2% | +10.9% | +11.4% |
| YTD | +28.1% | -0.3% | +28.4% | +28.9% |
| 1Y | +69.3% | +0.4% | +69.0% | +69.3% |
| 3Y | +247.7% | +13.4% | +234.3% | +211.3% |
| 5Y | +153.4% | -1.5% | +154.9% | +150.9% |
| 10Y | +291.3% | +15.5% | +275.8% | +248.3% |
| All | +324.9% | +76.6% | +248.3% | +268.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling