+526.5%
NEM vs NDAQ
+2,632.1%
-2,105.6%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -4.0% | -4.8% |
| 7D | -5.9% | +1.7% | -7.6% | -6.2% |
| 30D | -2.6% | +16.2% | -18.8% | -4.8% |
| 3M | -4.2% | +14.0% | -18.2% | -6.2% |
| 6M | -5.5% | +22.3% | -27.7% | -8.6% |
| YTD | +13.5% | +13.0% | +0.5% | +10.8% |
| 1Y | +22.2% | +24.0% | -1.8% | +17.6% |
| 3Y | +249.0% | +117.1% | +131.9% | +206.9% |
| 5Y | +120.1% | +67.5% | +52.6% | +99.7% |
| 10Y | +356.3% | +474.3% | -118.0% | +241.6% |
| All | +526.5% | +2,632.1% | -2,105.6% | +329.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling