+4,407.5%
MU vs AON
+233.0%
+4,174.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -3.0% |
| 7D | +12.8% | +1.0% | +11.8% | +12.4% |
| 30D | -14.9% | +23.2% | -38.0% | -20.6% |
| 3M | -18.0% | -5.0% | -13.0% | -17.4% |
| 6M | -3.1% | +9.3% | -12.5% | -9.9% |
| YTD | +172.9% | -3.4% | +176.3% | +164.1% |
| 1Y | +228.8% | -2.9% | +231.7% | +216.6% |
| 3Y | +950.8% | +3.6% | +947.2% | +840.1% |
| 5Y | +931.3% | +16.9% | +914.4% | +737.7% |
| All | +4,407.5% | +233.0% | +4,174.5% | +1,539.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling