+344.1%
NEM vs HDB
+63.5%
+280.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | 0.0% | +0.4% |
| 7D | -6.4% | +2.7% | -9.2% | -6.8% |
| 30D | +1.4% | +14.1% | -12.7% | -0.6% |
| 3M | -0.7% | +11.8% | -12.5% | -2.4% |
| 6M | -4.5% | +8.2% | -12.6% | -5.7% |
| YTD | +14.0% | -29.3% | +43.4% | +18.7% |
| 1Y | +27.3% | -28.8% | +56.1% | +32.4% |
| 3Y | +250.5% | -7.5% | +258.0% | +250.1% |
| 5Y | +121.1% | -23.1% | +144.1% | +124.2% |
| All | +344.1% | +63.5% | +280.6% | +300.3% |
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