+250.5%
NEM vs RACE
+24.7%
+225.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -0.9% | +0.1% |
| 7D | -6.4% | -1.2% | -5.2% | -6.1% |
| 30D | +1.4% | +6.1% | -4.7% | +0.2% |
| 3M | -0.7% | -0.3% | -0.4% | -0.5% |
| 6M | -4.5% | +23.4% | -27.9% | -8.0% |
| YTD | +14.0% | +12.5% | +1.5% | +10.8% |
| 1Y | +27.3% | -0.5% | +27.7% | +25.6% |
| 3Y | +250.5% | +23.6% | +226.9% | +221.9% |
| All | +250.5% | +24.7% | +225.8% | +221.9% |
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 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