+170.1%
NMFC price history and return analytics
+335.1%
-165.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | -3.0% | +2.4% | -5.4% | -4.6% |
| 30D | +1.4% | -1.5% | +2.9% | +2.2% |
| 3M | -10.9% | -4.1% | -6.8% | -8.5% |
| 6M | -11.3% | +0.6% | -11.8% | -11.9% |
| YTD | -18.8% | +11.0% | -29.8% | -24.8% |
| 1Y | -18.3% | +13.3% | -31.7% | -25.3% |
| 3Y | -22.5% | +73.4% | -95.9% | -47.2% |
| 5Y | -13.0% | +57.4% | -70.4% | -37.5% |
| 10Y | +45.7% | +221.7% | -176.0% | -33.6% |
| All | +170.1% | +335.1% | -165.0% | +2.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling