+31.5%
AEM vs NVS
+10.8%
+20.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | -2.1% | -14.3% | +12.1% | +3.0% |
| 30D | +8.4% | -10.0% | +18.4% | +11.6% |
| 3M | +27.3% | -10.9% | +38.2% | +31.2% |
| 6M | -9.7% | -12.0% | +2.3% | -6.9% |
| YTD | +19.0% | +2.5% | +16.4% | +18.7% |
| 1Y | +31.5% | +10.7% | +20.8% | +28.0% |
| All | +31.5% | +10.8% | +20.6% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling