+353.9%
AEM vs NVD
-99.1%
+453.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.9% |
| 7D | -2.1% | +10.8% | -13.0% | -1.4% |
| 30D | +8.4% | +0.8% | +7.7% | +8.8% |
| 3M | +27.3% | -20.8% | +48.1% | +26.3% |
| 6M | -9.7% | -41.2% | +31.5% | -11.0% |
| YTD | +19.0% | -44.2% | +63.1% | +17.1% |
| 1Y | +31.5% | -54.2% | +85.6% | +29.0% |
| 3Y | +338.7% | -99.1% | +437.8% | +324.8% |
| All | +353.9% | -99.1% | +453.0% | +340.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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