+1,496.9%
AON vs NVMI
+1,933.5%
-436.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.1% |
| 7D | -5.9% | +3.8% | -9.7% | -6.1% |
| 30D | -13.7% | -7.6% | -6.1% | -13.3% |
| 3M | -8.3% | -28.0% | +19.7% | -7.1% |
| 6M | -3.6% | -15.3% | +11.7% | -3.6% |
| YTD | -12.4% | +11.5% | -23.8% | -14.0% |
| 1Y | -14.6% | +31.6% | -46.2% | -17.3% |
| 3Y | -5.7% | +207.0% | -212.7% | -14.8% |
| 5Y | +9.1% | +262.8% | -253.7% | -3.2% |
| 10Y | +208.7% | +3,074.6% | -2,865.9% | +141.4% |
| All | +1,496.9% | +1,933.5% | -436.6% | +982.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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