+311.5%
AEM vs NXT
+168.4%
+143.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.8% |
| 7D | -5.0% | -2.6% | -2.5% | -4.8% |
| 30D | +8.5% | -22.4% | +30.9% | +11.2% |
| 3M | +29.3% | -27.3% | +56.6% | +33.1% |
| 6M | -12.9% | -28.5% | +15.5% | -10.1% |
| YTD | +16.8% | -6.6% | +23.4% | +18.9% |
| 1Y | +29.8% | +20.4% | +9.5% | +30.7% |
| 3Y | +336.7% | +90.9% | +245.8% | +325.2% |
| All | +311.5% | +168.4% | +143.1% | +328.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling