+893.7%
AON vs UUUU
-92.5%
+986.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.3% | +7.3% | +1.2% |
| 7D | -5.9% | -5.0% | -0.9% | -5.7% |
| 30D | -13.7% | -7.8% | -5.9% | -13.5% |
| 3M | -8.3% | -0.4% | -7.8% | -8.5% |
| 6M | -3.6% | -32.9% | +29.3% | -3.0% |
| YTD | -12.4% | -6.3% | -6.1% | -13.2% |
| 1Y | -14.6% | +7.9% | -22.6% | -16.4% |
| 3Y | -5.7% | +85.2% | -90.9% | -10.8% |
| 5Y | +9.1% | +97.0% | -87.8% | +1.4% |
| 10Y | +208.7% | +492.6% | -283.9% | +165.9% |
| All | +893.7% | -92.5% | +986.2% | +755.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling