+338.3%
SU vs AON
+6.4%
+331.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.5% | +0.1% |
| 7D | +2.2% | -6.3% | +8.5% | +3.1% |
| 30D | +8.4% | -14.1% | +22.5% | +10.5% |
| 3M | +12.1% | -9.5% | +21.6% | +13.2% |
| 6M | +19.7% | -4.0% | +23.7% | +19.5% |
| YTD | +58.4% | -13.8% | +72.2% | +60.8% |
| 1Y | +67.2% | -18.3% | +85.5% | +71.5% |
| 3Y | +125.0% | -7.2% | +132.2% | +123.0% |
| All | +338.3% | +6.4% | +331.9% | +322.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling