+302.3%
NEM vs AON
+204.8%
+97.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.8% |
| 7D | -1.0% | -6.3% | +5.3% | -0.1% |
| 30D | +7.8% | -14.1% | +21.9% | +10.1% |
| 3M | +30.2% | -9.5% | +39.7% | +31.5% |
| 6M | +9.6% | -4.0% | +13.6% | +9.2% |
| YTD | +27.8% | -13.8% | +41.6% | +29.5% |
| 1Y | +60.7% | -18.3% | +79.0% | +64.5% |
| 3Y | +245.3% | -7.2% | +252.5% | +242.1% |
| 5Y | +155.3% | +7.3% | +148.0% | +142.5% |
| All | +302.3% | +204.8% | +97.6% | +223.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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