-20.9%
NMR price history and return analytics
+371.8%
-392.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.3% |
| 7D | +4.5% | +1.0% | +3.5% | +3.4% |
| 30D | +6.8% | -0.2% | +7.1% | +7.1% |
| 3M | +23.9% | +4.5% | +19.3% | +18.1% |
| 6M | +38.2% | +14.1% | +24.2% | +20.4% |
| YTD | +26.7% | +14.8% | +11.9% | +9.9% |
| 1Y | +43.1% | +21.2% | +21.9% | +17.4% |
| 3Y | +182.6% | +76.6% | +106.0% | +59.1% |
| 5Y | +123.8% | +66.6% | +57.3% | +31.8% |
| 10Y | +148.4% | +222.3% | -73.9% | -28.6% |
| All | -20.9% | +371.8% | -392.7% | -82.0% |
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