+2,771.1%
NOW vs AEM
+539.9%
+2,231.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.9% |
| 7D | -2.4% | -0.5% | -1.9% | -2.4% |
| 30D | +20.5% | +24.0% | -3.5% | +19.1% |
| 3M | +18.3% | +16.1% | +2.3% | +17.3% |
| 6M | +24.1% | -11.6% | +35.7% | +24.6% |
| YTD | -7.8% | +21.5% | -29.3% | -9.3% |
| 1Y | -21.4% | +39.2% | -60.6% | -23.4% |
| 3Y | +19.5% | +347.4% | -327.9% | +7.9% |
| 5Y | +4.1% | +290.1% | -286.1% | -6.0% |
| 10Y | +826.4% | +357.8% | +468.6% | +732.5% |
| All | +2,771.1% | +539.9% | +2,231.3% | +2,286.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling