-86.9%
NMAX price history and return analytics
+41.6%
-128.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.9% | +4.2% | +4.3% |
| 7D | +1.1% | -2.0% | +3.1% | +3.2% |
| 30D | +25.8% | -1.4% | +27.2% | +27.4% |
| 3M | +22.4% | +4.7% | +17.7% | +15.7% |
| 6M | +56.2% | +11.4% | +44.8% | +39.8% |
| YTD | +42.0% | +13.1% | +29.0% | +25.2% |
| 1Y | -10.7% | +19.0% | -29.8% | -24.8% |
| All | -86.9% | +41.6% | -128.4% | -90.2% |
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