+143.3%
DELL vs AON
+2.1%
+141.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.4% | -13.2% | -7.0% |
| 7D | -24.6% | +9.4% | -34.0% | -21.6% |
| 30D | -32.5% | +27.0% | -59.5% | -26.3% |
| 3M | -20.2% | -3.1% | -17.1% | -17.7% |
| 6M | +76.5% | +10.0% | +66.5% | +79.3% |
| YTD | +198.9% | -1.6% | +200.5% | +198.5% |
| 1Y | +143.3% | +0.9% | +142.4% | +146.6% |
| All | +143.3% | +2.1% | +141.2% | +146.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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