+408.7%
AEM vs NDAQ
+471.8%
-63.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -6.8% | +1.3% | -8.1% | -7.1% |
| 30D | +0.8% | +18.0% | -17.1% | -2.4% |
| 3M | -0.8% | +11.5% | -12.4% | -3.0% |
| 6M | -8.5% | +21.1% | -29.6% | -12.1% |
| YTD | +5.9% | +12.8% | -6.9% | +2.8% |
| 1Y | +6.6% | +25.7% | -19.1% | +1.3% |
| 3Y | +302.2% | +116.8% | +185.4% | +240.2% |
| 5Y | +250.8% | +67.3% | +183.5% | +208.7% |
| All | +408.7% | +471.8% | -63.1% | +307.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling