+844.1%
AON vs URA
-49.7%
+893.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.1% |
| 7D | -2.4% | +2.9% | -5.2% | -2.8% |
| 30D | +22.8% | -10.8% | +33.6% | +24.6% |
| 3M | -5.3% | -25.5% | +20.2% | -1.7% |
| 6M | +8.4% | -41.2% | +49.6% | +16.0% |
| YTD | -3.9% | -21.3% | +17.4% | -3.7% |
| 1Y | -3.1% | -25.7% | +22.6% | -2.1% |
| 3Y | +3.0% | +43.1% | -40.1% | -12.2% |
| 5Y | +16.7% | +35.6% | -18.9% | -2.4% |
| 10Y | +232.6% | +281.3% | -48.7% | +101.5% |
| All | +844.1% | -49.7% | +893.8% | +706.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling