+51.1%
NEM vs NDAQ
+28.8%
+22.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.6% | +7.3% | +9.4% |
| 7D | +3.7% | +3.9% | -0.3% | +3.0% |
| 30D | +2.0% | +19.0% | -17.0% | -1.2% |
| 3M | +21.1% | +17.6% | +3.5% | +17.6% |
| 6M | +9.5% | +21.0% | -11.5% | +5.6% |
| YTD | +19.1% | +14.1% | +5.0% | +14.8% |
| 1Y | +51.1% | +29.4% | +21.7% | +29.1% |
| All | +51.1% | +28.8% | +22.3% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling