+158.4%
MMM vs AON
+3.5%
+154.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.4% | -1.5% |
| 7D | -0.4% | +1.0% | -1.4% | -0.8% |
| 30D | +12.1% | +23.2% | -11.0% | +4.7% |
| 3M | +1.4% | -5.0% | +6.4% | +2.9% |
| 6M | +26.6% | +9.3% | +17.2% | +21.4% |
| YTD | +16.8% | -3.4% | +20.2% | +17.5% |
| 1Y | +10.1% | -2.9% | +13.0% | +10.3% |
| 3Y | +158.4% | +3.6% | +154.8% | +132.5% |
| All | +158.4% | +3.5% | +154.9% | +132.5% |
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