-93.9%
NMRA price history and return analytics
+73.9%
-167.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.9% | -9.7% | -10.0% |
| 7D | -20.6% | -1.1% | -19.5% | -19.4% |
| 30D | -39.2% | -1.0% | -38.2% | -38.4% |
| 3M | -41.6% | +3.2% | -44.7% | -45.7% |
| 6M | -69.2% | +12.5% | -81.7% | -74.7% |
| YTD | -41.9% | +14.1% | -56.0% | -53.3% |
| 1Y | -37.3% | +18.9% | -56.3% | -52.5% |
| All | -93.9% | +73.9% | -167.8% | -97.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling