+197.7%
AON vs WY
+7.6%
+190.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.7% |
| 7D | -6.3% | -4.2% | -2.1% | -5.2% |
| 30D | -14.1% | -10.1% | -4.0% | -11.4% |
| 3M | -9.5% | -8.5% | -1.0% | -7.4% |
| 6M | -4.0% | -3.3% | -0.7% | -3.7% |
| YTD | -13.8% | -4.4% | -9.4% | -13.5% |
| 1Y | -18.3% | -11.5% | -6.8% | -16.2% |
| 3Y | -7.2% | -24.3% | +17.1% | -1.9% |
| 5Y | +7.3% | -21.3% | +28.7% | +10.9% |
| All | +197.7% | +7.6% | +190.1% | +160.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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