+1,012.0%
NEM vs BRKR
+172.5%
+839.5%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.5% |
| 7D | -1.0% | -8.7% | +7.7% | -0.4% |
| 30D | +7.8% | -9.9% | +17.7% | +8.6% |
| 3M | +30.2% | -3.1% | +33.3% | +30.1% |
| 6M | +9.6% | +45.5% | -35.9% | +6.6% |
| YTD | +27.8% | +13.7% | +14.1% | +26.1% |
| 1Y | +60.7% | +67.4% | -6.7% | +54.7% |
| 3Y | +245.3% | -13.2% | +258.5% | +242.4% |
| 5Y | +155.3% | -39.5% | +194.8% | +156.7% |
| 10Y | +313.2% | +153.5% | +159.7% | +282.1% |
| All | +1,012.0% | +172.5% | +839.5% | +821.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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