+346.7%
AEM vs NDAQ
+370.8%
-24.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.6% | -2.4% |
| 7D | -5.0% | -6.8% | +1.7% | -3.7% |
| 30D | +8.5% | -3.2% | +11.6% | +9.1% |
| 3M | +29.3% | +6.5% | +22.8% | +27.5% |
| 6M | -12.9% | +5.7% | -18.7% | -14.2% |
| YTD | +16.8% | -4.6% | +21.4% | +17.1% |
| 1Y | +29.8% | -1.6% | +31.4% | +29.3% |
| 3Y | +336.7% | +86.4% | +250.3% | +278.4% |
| 5Y | +299.9% | +50.3% | +249.6% | +258.2% |
| All | +346.7% | +370.8% | -24.1% | +259.5% |
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