+243.5%
NEM vs SPXU
-79.4%
+322.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -1.5% |
| 7D | -3.3% | +6.4% | -9.6% | -1.6% |
| 30D | +7.8% | +5.9% | +1.9% | +9.7% |
| 3M | +36.3% | -11.7% | +47.9% | +32.9% |
| 6M | +6.6% | -28.7% | +35.2% | +0.3% |
| YTD | +27.1% | -26.4% | +53.5% | +21.0% |
| 1Y | +62.3% | -35.2% | +97.6% | +51.4% |
| All | +243.5% | -79.4% | +322.9% | +162.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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