+65.6%
NEM vs NDAQ
+0.5%
+65.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.1% | +1.4% |
| 7D | +3.1% | -1.6% | +4.6% | +3.3% |
| 30D | +10.0% | -1.5% | +11.5% | +10.2% |
| 3M | +30.9% | +8.0% | +22.8% | +29.4% |
| 6M | +10.5% | +7.7% | +2.8% | +9.4% |
| YTD | +29.7% | -2.3% | +32.1% | +29.0% |
| All | +65.6% | +0.5% | +65.1% | +64.9% |
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