+197.7%
AON vs NVS
+179.5%
+18.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.4% | -1.6% |
| 7D | -6.3% | -14.3% | +8.0% | -1.3% |
| 30D | -14.1% | -10.0% | -4.1% | -11.2% |
| 3M | -9.5% | -10.9% | +1.4% | -6.2% |
| 6M | -4.0% | -12.0% | +8.0% | -0.3% |
| YTD | -13.8% | +2.5% | -16.3% | -15.9% |
| 1Y | -18.3% | +10.7% | -29.0% | -22.9% |
| 3Y | -7.2% | +53.3% | -60.5% | -24.5% |
| 5Y | +7.3% | +93.6% | -86.3% | -22.0% |
| All | +197.7% | +179.5% | +18.1% | +101.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 10y: compounded portfolio wealth divided by compounded NVS 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…
10y analysis · Full analysis span regression · 6 months rolling