+197.7%
AON vs UUUU
+465.5%
-267.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.0% | +3.3% | -1.4% |
| 7D | -6.3% | -10.5% | +4.2% | -5.9% |
| 30D | -14.1% | -10.5% | -3.6% | -13.8% |
| 3M | -9.5% | -14.1% | +4.6% | -9.2% |
| 6M | -4.0% | -35.5% | +31.5% | -2.9% |
| YTD | -13.8% | -10.9% | -2.9% | -15.0% |
| 1Y | -18.3% | +3.4% | -21.6% | -20.9% |
| 3Y | -7.2% | +73.1% | -80.3% | -15.2% |
| 5Y | +7.3% | +87.1% | -79.8% | -5.6% |
| All | +197.7% | +465.5% | -267.9% | +122.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling