+319.4%
NEM vs GEN
+150.6%
+168.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.4% | +1.3% |
| 7D | +3.1% | -2.9% | +6.0% | +3.4% |
| 30D | +10.0% | +2.1% | +7.9% | +9.7% |
| 3M | +30.9% | +19.7% | +11.2% | +27.9% |
| 6M | +10.5% | +33.3% | -22.7% | +6.3% |
| YTD | +29.7% | +11.1% | +18.6% | +27.4% |
| 1Y | +71.1% | +3.0% | +68.1% | +69.6% |
| 3Y | +252.1% | +57.9% | +194.2% | +229.1% |
| 5Y | +157.7% | +20.6% | +137.1% | +144.9% |
| 10Y | +319.4% | +153.2% | +166.1% | +273.0% |
| All | +319.4% | +150.6% | +168.8% | +273.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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