+324.7%
AEM vs NVDX
+772.1%
-447.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +1.9% |
| 7D | -2.1% | -10.2% | +8.1% | -1.4% |
| 30D | +8.4% | -7.3% | +15.8% | +8.9% |
| 3M | +27.3% | +5.5% | +21.8% | +26.5% |
| 6M | -9.7% | +18.3% | -27.9% | -10.8% |
| YTD | +19.0% | +11.4% | +7.5% | +17.4% |
| 1Y | +31.5% | +12.7% | +18.8% | +29.5% |
| All | +324.7% | +772.1% | -447.4% | +279.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 3y: compounded portfolio wealth divided by compounded NVDX 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…
3y analysis · Full analysis span regression · 6 months rolling