+319.4%
NEM vs HDB
+32.4%
+286.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +1.5% |
| 7D | +3.1% | -4.9% | +7.9% | +3.8% |
| 30D | +10.0% | -5.8% | +15.8% | +10.9% |
| 3M | +30.9% | -5.2% | +36.1% | +31.7% |
| 6M | +10.5% | -25.7% | +36.2% | +14.9% |
| YTD | +29.7% | -39.6% | +69.3% | +38.3% |
| 1Y | +71.1% | -36.9% | +108.0% | +81.2% |
| 3Y | +252.1% | -29.7% | +281.8% | +264.7% |
| 5Y | +157.7% | -37.8% | +195.5% | +169.4% |
| 10Y | +319.4% | +33.7% | +285.6% | +291.5% |
| All | +319.4% | +32.4% | +286.9% | +291.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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