+232.6%
AON vs IWD
+205.2%
+27.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.4% | -0.3% |
| 7D | -2.4% | -0.6% | -1.8% | -2.0% |
| 30D | +22.8% | +3.6% | +19.2% | +19.6% |
| 3M | -5.3% | +2.7% | -8.0% | -7.1% |
| 6M | +8.4% | +13.2% | -4.8% | -1.5% |
| YTD | -3.9% | +26.8% | -30.7% | -20.2% |
| 1Y | -3.1% | +29.3% | -32.4% | -20.8% |
| 3Y | +3.0% | +85.1% | -82.2% | -37.1% |
| 5Y | +16.7% | +74.2% | -57.5% | -25.3% |
| 10Y | +232.6% | +204.6% | +28.0% | +38.3% |
| All | +232.6% | +205.2% | +27.4% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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