+319.4%
NEM vs BUD
-24.2%
+343.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +1.7% |
| 7D | +3.1% | -1.3% | +4.4% | +3.3% |
| 30D | +10.0% | -6.1% | +16.1% | +11.3% |
| 3M | +30.9% | -3.8% | +34.6% | +31.6% |
| 6M | +10.5% | +8.2% | +2.4% | +8.5% |
| YTD | +29.7% | +23.6% | +6.2% | +24.2% |
| 1Y | +71.1% | +33.4% | +37.7% | +61.4% |
| 3Y | +252.1% | +45.3% | +206.8% | +227.3% |
| 5Y | +157.7% | +44.3% | +113.4% | +137.5% |
| 10Y | +319.4% | -22.8% | +342.1% | +313.9% |
| All | +319.4% | -24.2% | +343.5% | +313.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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