+72.7%
NEM vs WY
-5.4%
+78.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | +0.3% | -2.6% | +2.9% | +0.8% |
| 30D | +23.1% | -10.9% | +34.0% | +25.5% |
| 3M | +18.5% | -6.0% | +24.5% | +19.8% |
| 6M | +7.8% | -5.6% | +13.4% | +8.2% |
| YTD | +29.1% | -1.1% | +30.3% | +29.6% |
| 1Y | +72.7% | -7.5% | +80.1% | +77.1% |
| All | +72.7% | -5.4% | +78.1% | +77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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