+3.1%
AON vs URA
+43.1%
-39.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | +0.2% |
| 7D | -2.4% | +2.9% | -5.2% | -2.1% |
| 30D | +22.8% | -10.8% | +33.6% | +22.1% |
| 3M | -5.3% | -25.5% | +20.2% | -6.9% |
| 6M | +8.4% | -41.2% | +49.6% | +6.0% |
| YTD | -3.9% | -21.3% | +17.4% | -5.7% |
| 1Y | -3.1% | -25.7% | +22.6% | -4.8% |
| All | +3.1% | +43.1% | -39.9% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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