+476.9%
NEM vs GEN
+8,838.9%
-8,361.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.7% |
| 7D | +0.3% | -1.2% | +1.5% | +0.4% |
| 30D | +23.1% | +10.1% | +12.9% | +22.5% |
| 3M | +18.5% | +16.1% | +2.4% | +17.6% |
| 6M | +7.8% | +38.9% | -31.1% | +5.9% |
| YTD | +29.1% | +14.4% | +14.7% | +28.0% |
| 1Y | +72.7% | +5.9% | +66.8% | +71.7% |
| 3Y | +248.7% | +58.8% | +189.9% | +239.5% |
| 5Y | +148.7% | +24.7% | +124.0% | +143.8% |
| 10Y | +304.8% | +163.1% | +141.7% | +281.7% |
| All | +476.9% | +8,838.9% | -8,361.9% | +379.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling