+238.2%
NEM vs RACE
+28.1%
+210.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.3% |
| 7D | +13.4% | +5.1% | +8.3% | +12.2% |
| 30D | +6.5% | +7.7% | -1.2% | +4.8% |
| 3M | +14.9% | +2.2% | +12.7% | +14.5% |
| 6M | +5.5% | +23.8% | -18.2% | +1.5% |
| YTD | +21.9% | +13.9% | +8.0% | +18.1% |
| 1Y | +47.9% | +3.8% | +44.1% | +44.9% |
| 3Y | +238.2% | +28.0% | +210.1% | +207.3% |
| All | +238.2% | +28.1% | +210.1% | +207.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling