+6.8%
NOW vs AEM
+295.5%
-288.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.9% |
| 7D | -2.4% | -0.5% | -1.9% | -2.3% |
| 30D | +20.5% | +24.0% | -3.5% | +18.2% |
| 3M | +18.3% | +16.1% | +2.3% | +16.7% |
| 6M | +24.1% | -11.6% | +35.7% | +25.1% |
| YTD | -7.8% | +21.5% | -29.3% | -10.6% |
| 1Y | -21.4% | +39.2% | -60.6% | -25.4% |
| 3Y | +19.5% | +347.4% | -327.9% | -5.4% |
| All | +6.8% | +295.5% | -288.6% | -15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling