+98.1%
NU vs AON
-7.5%
+105.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.7% | -1.0% | -2.4% |
| 7D | -4.9% | -6.3% | +1.4% | -4.1% |
| 30D | +7.8% | -14.1% | +21.9% | +9.8% |
| 3M | +20.9% | -9.5% | +30.4% | +21.9% |
| 6M | +0.9% | -4.0% | +4.9% | +0.8% |
| YTD | -12.7% | -13.8% | +1.1% | -11.3% |
| 1Y | -6.4% | -18.3% | +11.9% | -4.0% |
| 3Y | +98.1% | -7.2% | +105.3% | +110.7% |
| All | +98.1% | -7.5% | +105.6% | +110.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling