+7.3%
AON vs SPXU
-86.1%
+93.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.8% | -2.1% |
| 7D | -6.3% | +2.5% | -8.8% | -5.9% |
| 30D | -14.1% | +4.2% | -18.3% | -13.4% |
| 3M | -9.5% | -9.3% | -0.2% | -11.0% |
| 6M | -4.0% | -30.7% | +26.7% | -10.1% |
| YTD | -13.8% | -28.1% | +14.3% | -18.6% |
| 1Y | -18.3% | -35.2% | +17.0% | -24.3% |
| 3Y | -7.2% | -79.9% | +72.7% | -31.1% |
| All | +7.3% | -86.1% | +93.4% | -21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling