+197.5%
EWT vs AON
-7.5%
+205.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +1.7% |
| 7D | -1.1% | -6.3% | +5.2% | -1.6% |
| 30D | +4.5% | -14.1% | +18.6% | +3.3% |
| 3M | +8.3% | -9.5% | +17.7% | +7.4% |
| 6M | +54.2% | -4.0% | +58.2% | +52.7% |
| YTD | +74.6% | -13.8% | +88.4% | +73.9% |
| 1Y | +84.9% | -18.3% | +103.2% | +85.4% |
| 3Y | +197.5% | -7.2% | +204.7% | +196.2% |
| All | +197.5% | -7.5% | +205.0% | +196.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling