+5,025.2%
AON vs GWW
+14,103.4%
-9,078.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | -1.4% |
| 7D | -3.2% | -1.5% | -1.7% | -2.8% |
| 30D | -11.9% | +1.1% | -13.0% | -12.2% |
| 3M | -2.9% | -1.0% | -1.9% | -2.8% |
| 6M | -6.8% | +16.3% | -23.1% | -11.6% |
| YTD | -10.1% | +28.5% | -38.6% | -17.5% |
| 1Y | -14.2% | +30.3% | -44.5% | -21.8% |
| 3Y | -3.3% | +91.6% | -94.9% | -22.7% |
| 5Y | +13.6% | +224.0% | -210.4% | -24.0% |
| 10Y | +209.2% | +551.3% | -342.1% | +58.7% |
| All | +5,025.2% | +14,103.4% | -9,078.2% | +1,020.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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