+209.2%
AON vs SUI
+104.3%
+104.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.8% |
| 7D | -3.2% | -3.1% | -0.1% | -2.2% |
| 30D | -11.9% | -2.3% | -9.5% | -11.1% |
| 3M | -2.9% | -2.8% | 0.0% | -1.8% |
| 6M | -6.8% | -12.4% | +5.5% | -2.7% |
| YTD | -10.1% | -3.3% | -6.8% | -9.2% |
| 1Y | -14.2% | -5.8% | -8.4% | -12.7% |
| 3Y | -3.3% | +12.5% | -15.7% | -9.2% |
| 5Y | +13.6% | -32.9% | +46.5% | +27.0% |
| 10Y | +209.2% | +104.4% | +104.8% | +160.4% |
| All | +209.2% | +104.3% | +104.8% | +160.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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