+197.7%
AON vs SPXU
-99.6%
+297.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.8% | -2.2% |
| 7D | -6.3% | +2.5% | -8.8% | -5.8% |
| 30D | -14.1% | +4.2% | -18.3% | -13.2% |
| 3M | -9.5% | -9.3% | -0.2% | -11.3% |
| 6M | -4.0% | -30.7% | +26.7% | -11.4% |
| YTD | -13.8% | -28.1% | +14.3% | -19.6% |
| 1Y | -18.3% | -35.2% | +17.0% | -25.5% |
| 3Y | -7.2% | -79.9% | +72.7% | -33.4% |
| 5Y | +7.3% | -86.4% | +93.7% | -22.2% |
| All | +197.7% | -99.6% | +297.2% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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