+124.8%
NMR price history and return analytics
+65.7%
+59.1%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +2.1% |
| 7D | +2.0% | -1.1% | +3.1% | +3.1% |
| 30D | +9.6% | -1.0% | +10.6% | +10.7% |
| 3M | +25.0% | +3.2% | +21.8% | +21.0% |
| 6M | +39.6% | +12.5% | +27.1% | +23.9% |
| YTD | +29.4% | +14.1% | +15.4% | +13.7% |
| 1Y | +43.8% | +18.9% | +24.9% | +21.5% |
| 3Y | +180.4% | +74.1% | +106.3% | +73.4% |
| All | +124.8% | +65.7% | +59.1% | +43.3% |
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