+153.4%
NEM vs PAAS
+117.9%
+35.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.4% |
| 7D | +3.9% | +2.0% | +1.9% | +2.7% |
| 30D | +12.7% | -0.1% | +12.8% | +12.5% |
| 3M | +28.7% | +8.2% | +20.4% | +22.8% |
| 6M | +9.8% | -13.8% | +23.6% | +18.9% |
| YTD | +28.1% | -0.6% | +28.7% | +27.7% |
| 1Y | +69.3% | +44.0% | +25.3% | +37.7% |
| 3Y | +247.7% | +246.6% | +1.1% | +65.4% |
| 5Y | +153.4% | +116.1% | +37.3% | +46.4% |
| All | +153.4% | +117.9% | +35.4% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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