+1,341.2%
MU vs AON
-3.6%
+1,344.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -2.6% |
| 7D | +7.2% | -3.2% | +10.4% | +5.7% |
| 30D | +14.0% | -11.9% | +25.8% | +8.4% |
| 3M | +5.4% | -2.9% | +8.3% | +5.1% |
| 6M | +170.3% | -6.8% | +177.1% | +170.3% |
| YTD | +250.7% | -10.1% | +260.7% | +251.5% |
| 1Y | +662.1% | -14.2% | +676.3% | +669.2% |
| 3Y | +1,341.2% | -3.3% | +1,344.5% | +1,379.6% |
| All | +1,341.2% | -3.6% | +1,344.9% | +1,379.6% |
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