+291.3%
NEM vs RACE
+793.3%
-502.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.6% |
| 7D | +3.9% | -1.0% | +4.9% | +4.1% |
| 30D | +12.7% | -1.5% | +14.3% | +13.1% |
| 3M | +28.7% | +15.5% | +13.2% | +25.6% |
| 6M | +9.8% | +17.3% | -7.5% | +6.8% |
| YTD | +28.1% | +11.1% | +17.0% | +25.4% |
| 1Y | +69.3% | -14.3% | +83.6% | +72.1% |
| 3Y | +247.7% | +40.2% | +207.5% | +222.1% |
| 5Y | +153.4% | +92.6% | +60.8% | +120.8% |
| 10Y | +291.3% | +786.6% | -495.3% | +174.6% |
| All | +291.3% | +793.3% | -502.0% | +174.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RACE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling