-98.3%
NAMI price history and return analytics
+34.1%
-132.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -2.9% | -3.2% |
| 7D | -17.4% | -0.1% | -17.3% | -17.3% |
| 30D | -40.3% | -0.7% | -39.6% | -40.0% |
| 3M | -72.8% | +4.0% | -76.8% | -73.1% |
| 6M | -81.9% | +12.3% | -94.2% | -82.5% |
| YTD | -90.1% | +14.0% | -104.1% | -90.4% |
| 1Y | -92.5% | +20.3% | -112.9% | -93.0% |
| All | -98.3% | +34.1% | -132.4% | -98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling