+954.6%
AON vs WCC
+1,713.7%
-759.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.9% | -5.1% | -1.8% |
| 7D | -9.1% | +4.5% | -13.6% | -9.8% |
| 30D | -10.2% | -5.8% | -4.5% | -9.6% |
| 3M | +0.5% | -3.7% | +4.1% | +0.3% |
| 6M | -4.8% | +23.1% | -27.9% | -9.4% |
| YTD | -8.0% | +44.2% | -52.1% | -14.8% |
| 1Y | -13.1% | +62.1% | -75.2% | -21.4% |
| 3Y | -1.3% | +121.1% | -122.4% | -18.4% |
| 5Y | +14.9% | +214.0% | -199.0% | -13.0% |
| 10Y | +214.9% | +472.8% | -257.9% | +99.9% |
| All | +954.6% | +1,713.7% | -759.1% | +391.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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