+447.2%
AEM vs NVT
+732.7%
-285.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.2% | -5.6% | -1.8% |
| 7D | +4.3% | +10.4% | -6.0% | +3.3% |
| 30D | +13.1% | -1.3% | +14.4% | +13.1% |
| 3M | +24.8% | -0.6% | +25.4% | +24.5% |
| 6M | -8.2% | +53.8% | -62.0% | -11.9% |
| YTD | +19.8% | +60.2% | -40.3% | +14.8% |
| 1Y | +32.1% | +76.8% | -44.7% | +25.6% |
| 3Y | +348.2% | +191.2% | +157.0% | +309.1% |
| 5Y | +297.5% | +430.9% | -133.5% | +247.9% |
| All | +447.2% | +732.7% | -285.5% | +335.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling