+31,203.5%
NVO vs AEM
+3,461.2%
+27,742.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -2.2% |
| 7D | -7.6% | -2.1% | -5.4% | -7.5% |
| 30D | -6.0% | +8.4% | -14.4% | -6.5% |
| 3M | -0.8% | +27.3% | -28.1% | -2.3% |
| 6M | +16.5% | -9.7% | +26.1% | +16.8% |
| YTD | -11.1% | +19.0% | -30.1% | -12.4% |
| 1Y | -16.7% | +31.5% | -48.2% | -18.5% |
| 3Y | -52.9% | +338.7% | -391.6% | -57.2% |
| 5Y | -3.0% | +307.4% | -310.4% | -12.1% |
| 10Y | +147.1% | +370.9% | -223.8% | +118.4% |
| All | +31,203.5% | +3,461.2% | +27,742.3% | +25,703.2% |
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 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