Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • NEM vs SPOT✓SelectedUSD · SPOTNEM vs SPOT performance historyLatest closeAs of-1.79%09/04
Stock and ETF performance explorer

NEM vs SPOT

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+72.7%
SPOT return
-21.9%
Excess return
+94.5%
Maximum drawdown
-32.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioSPOTExcessAlpha
1D-1.8%-3.2%+1.4%-1.4%
7D+0.3%-0.9%+1.2%+0.4%
30D+23.1%+12.5%+10.6%+21.2%
3M+18.5%+9.9%+8.6%+16.8%
6M+7.8%+1.6%+6.2%+7.8%
YTD+29.1%-6.6%+35.7%+26.9%
1Y+72.7%-22.9%+95.6%+67.1%
All+72.7%-21.9%+94.5%+67.1%

Cumulative growth

Daily Returns

Daily percentage return beside SPOT.

Daily Out/Under-Performance

Portfolio return minus SPOT return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SPOT 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 SPOT 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