+328.4%
AEM vs NXT
+178.8%
+149.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.3% |
| 7D | -0.5% | -1.1% | +0.6% | -0.4% |
| 30D | +24.0% | -15.3% | +39.4% | +26.0% |
| 3M | +16.1% | -43.8% | +59.9% | +22.1% |
| 6M | -11.6% | -18.7% | +7.0% | -9.6% |
| YTD | +21.5% | -3.0% | +24.5% | +23.3% |
| 1Y | +39.2% | +22.7% | +16.5% | +39.7% |
| 3Y | +347.4% | +95.9% | +251.5% | +333.8% |
| All | +328.4% | +178.8% | +149.6% | +344.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling