+69.3%
NEM vs ROIV
+221.6%
-152.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +18.8% | -19.5% | -4.8% |
| 7D | +3.9% | +20.2% | -16.3% | -0.6% |
| 30D | +12.7% | +14.1% | -1.4% | +9.2% |
| 3M | +28.7% | +45.6% | -16.9% | +16.5% |
| 6M | +9.8% | +44.1% | -34.4% | -0.8% |
| YTD | +28.1% | +91.2% | -63.0% | +7.0% |
| 1Y | +69.3% | +221.3% | -152.0% | +33.9% |
| All | +69.3% | +221.6% | -152.2% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling