+97.9%
MMM vs AON
-6.9%
+104.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.7% | -0.6% |
| 7D | -2.6% | -7.9% | +5.3% | +0.3% |
| 30D | -9.3% | -14.6% | +5.4% | -4.3% |
| 3M | +5.6% | -7.9% | +13.5% | +7.9% |
| 6M | +9.5% | -8.0% | +17.5% | +11.5% |
| YTD | +4.1% | -13.2% | +17.4% | +8.8% |
| 1Y | +9.4% | -16.4% | +25.8% | +16.4% |
| All | +97.9% | -6.9% | +104.8% | +85.2% |
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