+4,770.1%
DELL vs AON
+215.9%
+4,554.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.3% | +4.1% | +2.7% |
| 7D | +25.6% | -3.2% | +28.8% | +27.2% |
| 30D | +17.7% | -11.9% | +29.5% | +23.0% |
| 3M | +33.4% | -2.9% | +36.3% | +32.2% |
| 6M | +266.2% | -6.8% | +273.0% | +268.0% |
| YTD | +328.0% | -10.1% | +338.1% | +335.7% |
| 1Y | +339.6% | -14.2% | +353.8% | +355.3% |
| 3Y | +694.6% | -3.3% | +697.9% | +657.2% |
| 5Y | +1,122.0% | +13.6% | +1,108.4% | +947.0% |
| 10Y | +4,062.5% | +209.2% | +3,853.3% | +1,959.6% |
| All | +4,770.1% | +215.9% | +4,554.2% | +2,286.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling