-5.6%
AON vs SPXU
-79.4%
+73.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +1.2% |
| 7D | -5.9% | +6.4% | -12.2% | -5.4% |
| 30D | -13.7% | +5.9% | -19.6% | -13.2% |
| 3M | -8.3% | -11.7% | +3.4% | -9.2% |
| 6M | -3.6% | -28.7% | +25.1% | -6.7% |
| YTD | -12.4% | -26.4% | +14.0% | -14.7% |
| 1Y | -14.6% | -35.2% | +20.6% | -18.2% |
| All | -5.6% | -79.4% | +73.8% | -23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling