+70.6%
MA vs AON
+3.0%
+67.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -1.8% | -2.4% | +0.6% | -0.9% |
| 30D | +11.0% | +22.8% | -11.8% | +2.4% |
| 3M | +17.9% | -5.3% | +23.2% | +20.2% |
| 6M | +33.2% | +8.4% | +24.8% | +28.1% |
| YTD | +16.5% | -3.9% | +20.4% | +17.1% |
| 1Y | +19.1% | -3.1% | +22.2% | +19.3% |
| All | +70.6% | +3.0% | +67.6% | +71.4% |
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 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