+51.1%
NEM vs XYZ
+19.9%
+31.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +15.3% | -5.4% | +5.0% |
| 7D | +3.7% | +16.5% | -12.8% | -1.3% |
| 30D | +2.0% | +15.0% | -13.0% | -2.5% |
| 3M | +21.1% | +3.5% | +17.6% | +18.9% |
| 6M | +9.5% | +21.9% | -12.4% | +2.1% |
| YTD | +19.1% | +34.6% | -15.6% | +7.4% |
| 1Y | +51.1% | +20.7% | +30.4% | +39.6% |
| All | +51.1% | +19.9% | +31.2% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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