+358.9%
AEM vs NVD
-99.2%
+458.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | +0.5% |
| 7D | +3.0% | +0.5% | +2.5% | +3.1% |
| 30D | +12.5% | -9.3% | +21.8% | +12.1% |
| 3M | +26.9% | -22.1% | +49.0% | +25.9% |
| 6M | -9.4% | -45.8% | +36.4% | -11.2% |
| YTD | +20.3% | -46.7% | +67.0% | +18.0% |
| 1Y | +33.8% | -59.5% | +93.2% | +30.6% |
| 3Y | +349.8% | -99.2% | +449.0% | +334.7% |
| All | +358.9% | -99.2% | +458.1% | +343.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling