-18.3%
AON vs WU
-9.1%
-9.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.2% | -1.7% |
| 7D | -6.3% | -3.5% | -2.8% | -5.8% |
| 30D | -14.1% | -2.9% | -11.2% | -13.7% |
| 3M | -9.5% | -2.3% | -7.2% | -9.1% |
| 6M | -4.0% | -25.4% | +21.4% | -0.8% |
| YTD | -13.8% | -21.2% | +7.4% | -10.8% |
| 1Y | -18.3% | -8.9% | -9.4% | -15.2% |
| All | -18.3% | -9.1% | -9.2% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling