+379.9%
NEM vs RACE
+741.5%
-361.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.3% | -3.9% | +4.2% | +1.0% |
| 30D | +1.1% | +6.8% | -5.7% | 0.0% |
| 3M | +1.3% | +1.3% | -0.1% | +1.1% |
| 6M | -1.4% | +26.3% | -27.7% | -5.2% |
| YTD | +19.4% | +13.8% | +5.6% | +16.4% |
| 1Y | +32.9% | -0.5% | +33.4% | +32.2% |
| 3Y | +267.0% | +25.6% | +241.4% | +245.9% |
| 5Y | +131.0% | +67.6% | +63.4% | +105.3% |
| 10Y | +379.9% | +724.7% | -344.8% | +253.9% |
| All | +379.9% | +741.5% | -361.6% | +253.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling