+297.4%
AEM vs NVT
+396.5%
-99.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.8% | -2.6% |
| 7D | -5.0% | +2.0% | -7.1% | -5.3% |
| 30D | +8.5% | -7.2% | +15.6% | +9.4% |
| 3M | +29.3% | -0.9% | +30.2% | +28.9% |
| 6M | -12.9% | +42.6% | -55.5% | -17.2% |
| YTD | +16.8% | +52.9% | -36.1% | +10.3% |
| 1Y | +29.8% | +64.5% | -34.6% | +21.8% |
| 3Y | +336.7% | +178.0% | +158.8% | +284.5% |
| All | +297.4% | +396.5% | -99.1% | +222.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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