+649.9%
NVDL vs AON
-7.5%
+657.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | -0.7% |
| 7D | -10.3% | -6.3% | -4.0% | -12.3% |
| 30D | -7.1% | -14.1% | +7.0% | -11.6% |
| 3M | +6.6% | -9.5% | +16.1% | +3.6% |
| 6M | +21.1% | -4.0% | +25.1% | +19.6% |
| YTD | +15.2% | -13.8% | +29.0% | +12.1% |
| 1Y | +18.8% | -18.3% | +37.1% | +16.0% |
| 3Y | +649.9% | -7.2% | +657.1% | +703.5% |
| All | +649.9% | -7.5% | +657.4% | +703.5% |
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