+407.3%
NEM vs GEN
+8,558.9%
-8,151.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.1% | -1.8% | -4.8% |
| 7D | -5.9% | -3.0% | -2.9% | -5.8% |
| 30D | -2.6% | +24.7% | -27.2% | -3.7% |
| 3M | -4.2% | +4.1% | -8.3% | -4.6% |
| 6M | -5.5% | +36.0% | -41.5% | -7.1% |
| YTD | +13.5% | +10.9% | +2.7% | +12.5% |
| 1Y | +22.2% | +12.2% | +10.0% | +21.0% |
| 3Y | +249.0% | +63.3% | +185.6% | +238.9% |
| 5Y | +120.1% | +29.0% | +91.1% | +115.2% |
| 10Y | +356.3% | +147.5% | +208.8% | +330.8% |
| All | +407.3% | +8,558.9% | -8,151.5% | +321.9% |
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