+0.9%
AON vs NVT
+3.0%
-2.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -12.7% | +17.1% | +1.5% |
| 7D | +9.4% | -19.5% | +28.9% | +4.8% |
| 30D | +27.0% | -32.4% | +59.4% | +17.4% |
| 3M | -3.1% | -30.3% | +27.2% | -9.2% |
| 6M | +10.0% | -30.4% | +40.4% | +3.7% |
| YTD | -1.6% | +11.3% | -12.9% | -1.7% |
| 1Y | +0.9% | +3.6% | -2.7% | -0.1% |
| All | +0.9% | +3.0% | -2.1% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 1y: compounded portfolio wealth divided by compounded NVT 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…
1y analysis · Full analysis span regression · 6 months rolling