-86.4%
NMAX price history and return analytics
+42.8%
-129.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +2.8% |
| 7D | +7.1% | -1.1% | +8.3% | +8.4% |
| 30D | +28.6% | -1.0% | +29.5% | +29.7% |
| 3M | +30.0% | +3.2% | +26.9% | +25.3% |
| 6M | +59.1% | +12.5% | +46.6% | +40.9% |
| YTD | +47.3% | +14.1% | +33.3% | +28.7% |
| 1Y | -8.6% | +18.9% | -27.5% | -23.0% |
| All | -86.4% | +42.8% | -129.2% | -89.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling