+9.1%
AON vs BUD
+44.8%
-35.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | -5.9% | -3.2% | -2.7% | -5.2% |
| 30D | -13.7% | -3.7% | -10.0% | -12.9% |
| 3M | -8.3% | -4.4% | -3.8% | -7.4% |
| 6M | -3.6% | +7.7% | -11.4% | -5.6% |
| YTD | -12.4% | +23.1% | -35.4% | -17.1% |
| 1Y | -14.6% | +33.6% | -48.3% | -21.1% |
| 3Y | -5.7% | +44.7% | -50.4% | -16.1% |
| 5Y | +9.1% | +44.9% | -35.8% | -6.7% |
| All | +9.1% | +44.8% | -35.6% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 5y: compounded portfolio wealth divided by compounded BUD 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…
5y analysis · Full analysis span regression · 6 months rolling