+779.6%
NOW vs AEM
+383.3%
+396.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.4% |
| 7D | -4.1% | +3.0% | -7.1% | -4.4% |
| 30D | +2.9% | +12.5% | -9.6% | +1.4% |
| 3M | +22.6% | +26.9% | -4.4% | +19.0% |
| 6M | +7.5% | -9.4% | +17.0% | +8.2% |
| YTD | -14.4% | +20.3% | -34.7% | -17.3% |
| 1Y | -29.8% | +33.8% | -63.6% | -33.4% |
| 3Y | +9.2% | +349.8% | -340.6% | -13.9% |
| 5Y | +0.8% | +301.0% | -300.2% | -20.5% |
| All | +779.6% | +383.3% | +396.3% | +592.2% |
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