+6,169.9%
MU vs AON
+200.0%
+5,969.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.5% | +6.3% | +3.9% |
| 7D | +7.5% | -7.9% | +15.4% | +10.4% |
| 30D | +19.4% | -14.6% | +34.0% | +25.2% |
| 3M | +9.8% | -7.9% | +17.7% | +10.0% |
| 6M | +164.1% | -8.0% | +172.1% | +161.2% |
| YTD | +260.3% | -13.2% | +273.5% | +262.9% |
| 1Y | +661.2% | -16.4% | +677.6% | +675.9% |
| 3Y | +1,380.8% | -6.7% | +1,387.5% | +1,275.2% |
| 5Y | +1,346.4% | +8.0% | +1,338.4% | +1,096.3% |
| 10Y | +6,169.9% | +205.6% | +5,964.3% | +2,463.8% |
| All | +6,169.9% | +200.0% | +5,969.9% | +2,463.8% |
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