-1.3%
AON vs SUI
+13.6%
-14.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -9.1% | -2.8% | -6.3% | -8.4% |
| 30D | -10.2% | -1.2% | -9.1% | -10.0% |
| 3M | +0.5% | -1.7% | +2.2% | +1.0% |
| 6M | -4.8% | -10.5% | +5.6% | -2.6% |
| YTD | -8.0% | -1.8% | -6.2% | -7.6% |
| 1Y | -13.1% | -4.1% | -9.0% | -12.4% |
| All | -1.3% | +13.6% | -14.9% | -3.5% |
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