+301.0%
AEM vs NDAQ
+52.5%
+248.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +0.5% |
| 7D | +3.0% | -1.6% | +4.6% | +3.4% |
| 30D | +12.5% | -1.5% | +14.0% | +12.8% |
| 3M | +26.9% | +8.0% | +18.9% | +24.8% |
| 6M | -9.4% | +7.7% | -17.2% | -11.1% |
| YTD | +20.3% | -2.3% | +22.6% | +20.1% |
| 1Y | +33.8% | +0.6% | +33.2% | +32.6% |
| 3Y | +349.8% | +90.9% | +258.9% | +281.0% |
| 5Y | +301.0% | +52.5% | +248.6% | +241.1% |
| All | +301.0% | +52.5% | +248.5% | +241.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling