+132.4%
AON vs NVT
+694.8%
-562.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.4% |
| 7D | -5.9% | +2.0% | -7.9% | -6.3% |
| 30D | -13.7% | -7.2% | -6.5% | -12.7% |
| 3M | -8.3% | -0.9% | -7.4% | -9.3% |
| 6M | -3.6% | +42.6% | -46.2% | -13.0% |
| YTD | -12.4% | +52.9% | -65.2% | -22.6% |
| 1Y | -14.6% | +64.5% | -79.1% | -26.5% |
| 3Y | -5.7% | +178.0% | -183.7% | -33.3% |
| 5Y | +9.1% | +402.8% | -393.6% | -37.8% |
| All | +132.4% | +694.8% | -562.5% | +10.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling