+870.0%
AON vs SPXU
-100.0%
+970.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.4% | -4.9% | -3.2% |
| 7D | -7.9% | +1.3% | -9.2% | -7.6% |
| 30D | -14.6% | +5.1% | -19.8% | -13.5% |
| 3M | -7.9% | -9.1% | +1.2% | -9.9% |
| 6M | -8.0% | -29.6% | +21.6% | -15.4% |
| YTD | -13.2% | -27.7% | +14.5% | -19.5% |
| 1Y | -16.4% | -37.0% | +20.5% | -25.0% |
| 3Y | -6.7% | -80.2% | +73.5% | -34.9% |
| 5Y | +8.0% | -86.0% | +94.0% | -22.9% |
| 10Y | +205.6% | -99.5% | +305.2% | +8.4% |
| All | +870.0% | -100.0% | +970.0% | +52.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling