+70.1%
SU vs AON
-13.5%
+83.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.4% |
| 7D | +2.9% | -9.1% | +12.0% | +2.0% |
| 30D | +7.2% | -10.2% | +17.4% | +6.2% |
| 3M | +2.8% | +0.5% | +2.3% | +3.0% |
| 6M | +18.2% | -4.8% | +23.0% | +17.3% |
| YTD | +54.0% | -8.0% | +62.0% | +52.6% |
| 1Y | +70.1% | -13.1% | +83.2% | +64.0% |
| All | +70.1% | -13.5% | +83.6% | +64.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling