+780.0%
NOW vs AEM
+369.2%
+410.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +3.0% | +0.4% |
| 7D | -9.9% | -5.0% | -4.9% | -9.4% |
| 30D | +2.8% | +8.5% | -5.6% | +1.8% |
| 3M | +23.7% | +29.3% | -5.6% | +19.8% |
| 6M | +12.5% | -12.9% | +25.4% | +13.7% |
| YTD | -14.4% | +16.8% | -31.1% | -17.0% |
| 1Y | -29.0% | +29.8% | -58.8% | -32.4% |
| 3Y | +9.3% | +336.7% | -327.4% | -13.5% |
| 5Y | +1.2% | +299.9% | -298.7% | -20.3% |
| All | +780.0% | +369.2% | +410.8% | +594.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AEM 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling