+153.4%
NEM vs NDAQ
+55.5%
+97.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.4% |
| 7D | +3.9% | -2.6% | +6.4% | +4.4% |
| 30D | +12.7% | +0.5% | +12.2% | +12.6% |
| 3M | +28.7% | +9.9% | +18.7% | +26.0% |
| 6M | +9.8% | +8.2% | +1.6% | +7.7% |
| YTD | +28.1% | -1.5% | +29.6% | +27.8% |
| 1Y | +69.3% | +1.3% | +68.0% | +67.7% |
| 3Y | +247.7% | +92.6% | +155.1% | +201.8% |
| 5Y | +153.4% | +53.8% | +99.5% | +124.8% |
| All | +153.4% | +55.5% | +97.9% | +124.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling