+72.7%
NEM vs XHB
-9.3%
+81.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.3% |
| 7D | +0.3% | -1.3% | +1.6% | +0.9% |
| 30D | +23.1% | -6.9% | +30.0% | +27.2% |
| 3M | +18.5% | -1.3% | +19.7% | +18.5% |
| 6M | +7.8% | -6.8% | +14.6% | +9.0% |
| YTD | +29.1% | +0.7% | +28.4% | +29.3% |
| 1Y | +72.7% | -11.2% | +83.9% | +74.7% |
| All | +72.7% | -9.3% | +81.9% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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