+332.4%
NEM vs RACE
+738.3%
-405.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +3.4% |
| 7D | +14.7% | +3.9% | +10.8% | +14.0% |
| 30D | +6.2% | +7.4% | -1.2% | +4.9% |
| 3M | +11.0% | +1.6% | +9.4% | +10.7% |
| 6M | +7.9% | +23.3% | -15.4% | +4.1% |
| YTD | +26.2% | +14.7% | +11.5% | +22.8% |
| 1Y | +51.5% | +2.5% | +49.0% | +49.9% |
| 3Y | +290.6% | +28.0% | +262.6% | +267.1% |
| 5Y | +153.1% | +69.8% | +83.3% | +124.5% |
| 10Y | +332.4% | +734.9% | -402.5% | +226.5% |
| All | +332.4% | +738.3% | -405.9% | +226.5% |
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