+3,761.2%
AON vs WWD
+15,097.2%
-11,336.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -1.9% |
| 7D | -3.2% | +0.8% | -4.0% | -3.4% |
| 30D | -11.9% | -6.4% | -5.4% | -10.8% |
| 3M | -2.9% | -5.6% | +2.8% | -2.3% |
| 6M | -6.8% | -9.1% | +2.3% | -6.1% |
| YTD | -10.1% | +12.5% | -22.6% | -13.5% |
| 1Y | -14.2% | +41.3% | -55.6% | -21.5% |
| 3Y | -3.3% | +170.2% | -173.5% | -23.5% |
| 5Y | +13.6% | +192.5% | -178.9% | -12.8% |
| 10Y | +209.2% | +476.9% | -267.7% | +98.7% |
| All | +3,761.2% | +15,097.2% | -11,336.0% | +1,483.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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