+235.3%
AON vs WEC
+197.9%
+37.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.5% | +1.1% |
| 7D | +1.0% | +2.3% | -1.3% | +0.1% |
| 30D | +23.2% | +11.1% | +12.1% | +18.3% |
| 3M | -5.0% | +8.4% | -13.5% | -8.0% |
| 6M | +9.3% | +7.5% | +1.8% | +6.2% |
| YTD | -3.4% | +15.3% | -18.7% | -9.0% |
| 1Y | -2.9% | +9.7% | -12.6% | -6.7% |
| 3Y | +3.6% | +64.7% | -61.0% | -15.2% |
| 5Y | +16.9% | +57.3% | -40.4% | -3.3% |
| All | +235.3% | +197.9% | +37.3% | +141.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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