+106,206.6%
MU vs AON
+5,128.2%
+101,078.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +6.5% |
| 7D | +9.0% | -9.1% | +18.1% | +12.3% |
| 30D | +13.8% | -10.2% | +24.1% | +17.7% |
| 3M | +2.1% | +0.5% | +1.6% | -0.5% |
| 6M | +153.8% | -4.8% | +158.6% | +149.7% |
| YTD | +256.4% | -8.0% | +264.4% | +252.5% |
| 1Y | +719.8% | -13.1% | +732.8% | +723.6% |
| 3Y | +1,360.4% | -1.3% | +1,361.7% | +1,268.9% |
| 5Y | +1,312.4% | +14.9% | +1,297.5% | +1,139.8% |
| 10Y | +6,142.6% | +214.9% | +5,927.7% | +3,643.2% |
| All | +106,206.6% | +5,128.2% | +101,078.4% | +22,616.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling