-19.0%
NMFC price history and return analytics
+23.3%
-42.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | -0.8% | +0.4% | -1.2% | -1.0% |
| 30D | +1.8% | +1.0% | +0.8% | +1.3% |
| 3M | -3.5% | +2.4% | -5.9% | -4.4% |
| 6M | -1.1% | +12.0% | -13.1% | -6.2% |
| YTD | -12.5% | +15.3% | -27.8% | -18.7% |
| 1Y | -19.0% | +22.6% | -41.6% | -24.5% |
| All | -19.0% | +23.3% | -42.3% | -24.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling