+3.6%
AON vs SUI
+18.2%
-14.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.5% | +1.2% |
| 7D | +1.0% | -1.5% | +2.5% | +1.5% |
| 30D | +23.2% | +3.7% | +19.4% | +21.9% |
| 3M | -5.0% | -0.4% | -4.6% | -5.0% |
| 6M | +9.3% | -2.8% | +12.1% | +10.0% |
| YTD | -3.4% | -1.6% | -1.8% | -3.2% |
| 1Y | -2.9% | -2.1% | -0.8% | -2.6% |
| 3Y | +3.6% | +18.5% | -14.8% | +1.3% |
| All | +3.6% | +18.2% | -14.5% | +1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling