+3,555.0%
AEM vs NUE
+14,439.6%
-10,884.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | +3.0% | -2.3% | +5.3% | +3.5% |
| 30D | +12.5% | -6.1% | +18.6% | +13.6% |
| 3M | +26.9% | +1.7% | +25.3% | +26.0% |
| 6M | -9.4% | +53.1% | -62.5% | -17.1% |
| YTD | +20.3% | +59.0% | -38.8% | +9.3% |
| 1Y | +33.8% | +85.3% | -51.6% | +17.6% |
| 3Y | +349.8% | +63.2% | +286.6% | +295.6% |
| 5Y | +301.0% | +146.8% | +154.2% | +215.0% |
| 10Y | +376.1% | +584.3% | -208.2% | +182.3% |
| All | +3,555.0% | +14,439.6% | -10,884.6% | +2,489.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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