+228.2%
AON vs MAS
+214.9%
+13.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.2% | -2.3% |
| 7D | +4.4% | +2.4% | +2.0% | +3.6% |
| 30D | +24.1% | +19.8% | +4.3% | +17.6% |
| 3M | -7.0% | +9.8% | -16.8% | -9.6% |
| 6M | +9.1% | +15.8% | -6.6% | +3.6% |
| YTD | -4.4% | +31.8% | -36.2% | -13.9% |
| 1Y | -0.8% | +35.4% | -36.2% | -11.5% |
| 3Y | +5.1% | +59.2% | -54.1% | -14.6% |
| 5Y | +20.4% | +41.2% | -20.8% | 0.0% |
| All | +228.2% | +214.9% | +13.4% | +98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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