+506.3%
NOW vs AEM
+356.4%
+150.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.1% | +2.1% | -2.5% |
| 7D | -8.7% | +13.9% | -22.6% | -10.2% |
| 30D | -29.3% | +0.8% | -30.0% | -29.4% |
| 3M | -21.8% | +5.8% | -27.6% | -22.5% |
| 6M | +9.2% | -1.0% | +10.2% | +8.9% |
| YTD | -35.0% | +13.1% | -48.1% | -36.8% |
| 1Y | -42.5% | +14.4% | -56.9% | -44.3% |
| 3Y | -21.5% | +325.7% | -347.2% | -37.6% |
| 5Y | -25.8% | +273.7% | -299.5% | -40.8% |
| 10Y | +506.3% | +390.1% | +116.2% | +369.5% |
| All | +506.3% | +356.4% | +150.0% | +369.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling