+343.5%
AEM vs NXT
+89.5%
+254.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.6% | +4.0% | +0.8% |
| 7D | +3.0% | -0.2% | +3.2% | +3.0% |
| 30D | +12.5% | -20.0% | +32.4% | +15.4% |
| 3M | +26.9% | -30.9% | +57.9% | +32.1% |
| 6M | -9.4% | -23.8% | +14.4% | -6.6% |
| YTD | +20.3% | -5.4% | +25.7% | +22.3% |
| 1Y | +33.8% | +28.0% | +5.7% | +33.5% |
| All | +343.5% | +89.5% | +254.0% | +315.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling