+514.0%
NOW vs AEM
+412.5%
+101.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.3% | -6.8% | +7.1% | +1.1% |
| 30D | -27.0% | +0.8% | -27.8% | -27.0% |
| 3M | -19.6% | -0.8% | -18.8% | -19.7% |
| 6M | +17.5% | -8.5% | +26.0% | +18.2% |
| YTD | -33.3% | +5.9% | -39.2% | -34.6% |
| 1Y | -39.8% | +6.6% | -46.4% | -41.2% |
| 3Y | -19.9% | +302.2% | -322.1% | -36.0% |
| 5Y | -26.1% | +250.8% | -276.8% | -40.8% |
| All | +514.0% | +412.5% | +101.5% | +374.0% |
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