+202.6%
AON vs MUB
+16.7%
+185.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.5% |
| 7D | -5.9% | -1.2% | -4.6% | -5.1% |
| 30D | -13.7% | -2.8% | -10.9% | -12.0% |
| 3M | -8.3% | -3.1% | -5.2% | -6.3% |
| 6M | -3.6% | -2.9% | -0.8% | -1.7% |
| YTD | -12.4% | -2.0% | -10.3% | -11.2% |
| 1Y | -14.6% | 0.0% | -14.6% | -14.7% |
| 3Y | -5.7% | +7.4% | -13.1% | -10.6% |
| 5Y | +9.1% | +0.8% | +8.4% | +8.0% |
| All | +202.6% | +16.7% | +185.9% | +195.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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