+3,937.3%
AON vs SUI
+4,110.5%
-173.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.7% | +3.0% | -2.3% | -0.1% |
| 30D | +23.1% | +5.6% | +17.5% | +21.1% |
| 3M | -6.0% | +0.9% | -7.0% | -6.3% |
| 6M | +7.9% | -2.6% | +10.5% | +8.7% |
| YTD | -4.1% | -0.1% | -4.0% | -4.2% |
| 1Y | -2.3% | -1.4% | -0.9% | -2.1% |
| 3Y | +3.4% | +19.8% | -16.3% | -3.6% |
| 5Y | +17.1% | -25.8% | +42.8% | +24.0% |
| 10Y | +230.6% | +118.1% | +112.5% | +151.9% |
| All | +3,937.3% | +4,110.5% | -173.2% | +1,532.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling