+1,679.4%
AEM vs NDAQ
+2,327.9%
-648.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.9% |
| 7D | -0.5% | -2.4% | +1.9% | -0.1% |
| 30D | +24.0% | +2.5% | +21.6% | +23.5% |
| 3M | +16.1% | +9.9% | +6.2% | +14.2% |
| 6M | -11.6% | +9.4% | -21.0% | -13.2% |
| YTD | +21.5% | +0.4% | +21.1% | +20.8% |
| 1Y | +39.2% | +4.0% | +35.1% | +37.5% |
| 3Y | +347.4% | +94.4% | +253.0% | +296.9% |
| 5Y | +290.1% | +56.7% | +233.4% | +255.6% |
| 10Y | +357.8% | +375.3% | -17.5% | +244.5% |
| All | +1,679.4% | +2,327.9% | -648.5% | +1,060.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling