+358.3%
DELL vs AON
-16.9%
+375.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.7% | +13.6% | +11.6% |
| 7D | +8.2% | -6.3% | +14.5% | +6.9% |
| 30D | +17.1% | -14.1% | +31.2% | +13.9% |
| 3M | +45.2% | -9.5% | +54.6% | +40.5% |
| 6M | +286.8% | -4.0% | +290.8% | +272.9% |
| YTD | +354.8% | -13.8% | +368.6% | +333.2% |
| 1Y | +358.3% | -18.3% | +376.5% | +355.4% |
| All | +358.3% | -16.9% | +375.2% | +355.4% |
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