+793.0%
NEM vs RACE
+647.6%
+145.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.5% |
| 7D | +0.3% | -2.5% | +2.8% | +0.7% |
| 30D | +23.1% | +0.8% | +22.3% | +23.0% |
| 3M | +18.5% | +17.2% | +1.3% | +15.5% |
| 6M | +7.8% | +13.6% | -5.8% | +5.4% |
| YTD | +29.1% | +12.2% | +16.9% | +26.2% |
| 1Y | +72.7% | -16.3% | +88.9% | +76.0% |
| 3Y | +248.7% | +36.4% | +212.3% | +225.2% |
| 5Y | +148.7% | +95.0% | +53.7% | +117.1% |
| 10Y | +304.8% | +813.2% | -508.5% | +185.5% |
| All | +793.0% | +647.6% | +145.4% | +551.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling