+2,494.8%
NVDL vs AEM
+301.3%
+2,193.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.9% | -1.8% | -3.8% |
| 7D | -8.7% | -5.0% | -3.6% | -7.1% |
| 30D | -1.3% | +8.5% | -9.8% | -3.8% |
| 3M | +11.4% | +29.3% | -17.9% | +2.4% |
| 6M | +22.9% | -12.9% | +35.8% | +25.7% |
| YTD | +15.4% | +16.8% | -1.3% | +9.3% |
| 1Y | +18.8% | +29.8% | -11.1% | +9.6% |
| 3Y | +641.4% | +336.7% | +304.7% | +482.5% |
| All | +2,494.8% | +301.3% | +2,193.4% | +1,916.8% |
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