+247.7%
NEM vs GEN
+57.7%
+189.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +2.0% | -0.4% |
| 7D | +3.9% | -0.7% | +4.6% | +4.0% |
| 30D | +12.7% | +2.6% | +10.1% | +12.3% |
| 3M | +28.7% | +15.8% | +12.9% | +25.6% |
| 6M | +9.8% | +33.1% | -23.4% | +4.8% |
| YTD | +28.1% | +11.3% | +16.8% | +26.2% |
| 1Y | +69.3% | +1.7% | +67.7% | +69.6% |
| 3Y | +247.7% | +58.1% | +189.5% | +228.6% |
| All | +247.7% | +57.7% | +189.9% | +228.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling