-3.3%
AON vs IWD
+71.7%
-74.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.4% | -1.8% |
| 7D | -3.2% | -0.2% | -3.1% | -3.1% |
| 30D | -11.9% | -0.8% | -11.1% | -11.5% |
| 3M | -2.9% | +8.0% | -10.9% | -6.6% |
| 6M | -6.8% | +18.2% | -25.0% | -15.0% |
| YTD | -10.1% | +22.3% | -32.4% | -19.8% |
| 1Y | -14.2% | +28.9% | -43.1% | -26.0% |
| 3Y | -3.3% | +71.5% | -74.8% | -30.6% |
| All | -3.3% | +71.7% | -74.9% | -30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling