-16.3%
NOW vs AEM
+311.2%
-327.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.5% |
| 7D | -3.0% | +15.8% | -18.8% | -3.9% |
| 30D | -26.0% | +6.2% | -32.2% | -26.3% |
| 3M | -13.1% | +14.3% | -27.4% | -13.5% |
| 6M | +14.5% | +1.4% | +13.1% | +14.4% |
| YTD | -33.4% | +13.7% | -47.2% | -34.2% |
| 1Y | -40.6% | +21.3% | -62.0% | -41.5% |
| 3Y | -16.3% | +309.9% | -326.2% | -17.1% |
| All | -16.3% | +311.2% | -327.6% | -17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling