+1,067.9%
AON vs WU
-21.6%
+1,089.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -1.6% |
| 7D | -3.2% | -0.8% | -2.4% | -3.0% |
| 30D | -11.9% | -1.1% | -10.7% | -11.6% |
| 3M | -2.9% | -1.8% | -1.1% | -3.2% |
| 6M | -6.8% | -23.9% | +17.1% | -0.5% |
| YTD | -10.1% | -20.4% | +10.3% | -5.3% |
| 1Y | -14.2% | -10.6% | -3.7% | -13.2% |
| 3Y | -3.3% | -27.7% | +24.5% | +2.2% |
| 5Y | +13.6% | -51.1% | +64.7% | +32.1% |
| 10Y | +209.2% | -40.7% | +249.9% | +230.9% |
| All | +1,067.9% | -21.6% | +1,089.5% | +976.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling