+2,490.2%
NVDL vs AEM
+308.8%
+2,181.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.0% | -0.8% |
| 7D | -10.3% | -2.1% | -8.2% | -9.7% |
| 30D | -7.1% | +8.4% | -15.6% | -9.5% |
| 3M | +6.6% | +27.3% | -20.7% | -1.6% |
| 6M | +21.1% | -9.7% | +30.7% | +22.6% |
| YTD | +15.2% | +19.0% | -3.7% | +8.5% |
| 1Y | +18.8% | +31.5% | -12.7% | +9.2% |
| 3Y | +649.9% | +338.7% | +311.2% | +485.9% |
| All | +2,490.2% | +308.8% | +2,181.3% | +1,901.2% |
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 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