+265.2%
SU vs AON
+204.8%
+60.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.5% | +0.4% |
| 7D | +2.2% | -6.3% | +8.5% | +4.5% |
| 30D | +8.4% | -14.1% | +22.5% | +14.0% |
| 3M | +12.1% | -9.5% | +21.6% | +15.1% |
| 6M | +19.7% | -4.0% | +23.7% | +19.6% |
| YTD | +58.4% | -13.8% | +72.2% | +64.1% |
| 1Y | +67.2% | -18.3% | +85.5% | +76.7% |
| 3Y | +125.0% | -7.2% | +132.2% | +120.0% |
| 5Y | +355.1% | +7.3% | +347.7% | +302.3% |
| All | +265.2% | +204.8% | +60.4% | +108.7% |
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