+273.4%
AEM vs NXT
+213.5%
+59.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.2% |
| 7D | -6.8% | -9.4% | +2.6% | -5.7% |
| 30D | +0.8% | +15.1% | -14.3% | -0.9% |
| 3M | -0.8% | -9.1% | +8.3% | -0.3% |
| 6M | -8.5% | -30.3% | +21.8% | -6.0% |
| YTD | +5.9% | +9.1% | -3.1% | +5.9% |
| 1Y | +6.6% | +7.9% | -1.3% | +6.6% |
| 3Y | +302.2% | +176.5% | +125.7% | +286.7% |
| All | +273.4% | +213.5% | +59.9% | +281.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling