+62,704.1%
SU vs AON
+4,880.3%
+57,823.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.4% |
| 7D | +1.7% | -5.9% | +7.5% | +3.3% |
| 30D | +9.6% | -13.7% | +23.3% | +13.7% |
| 3M | +11.7% | -8.3% | +20.0% | +13.7% |
| 6M | +21.9% | -3.6% | +25.6% | +22.1% |
| YTD | +58.6% | -12.4% | +71.0% | +62.3% |
| 1Y | +66.5% | -14.6% | +81.2% | +71.3% |
| 3Y | +121.4% | -5.7% | +127.1% | +118.8% |
| 5Y | +355.7% | +9.1% | +346.6% | +326.9% |
| 10Y | +264.2% | +208.7% | +55.5% | +159.1% |
| All | +62,704.1% | +4,880.3% | +57,823.8% | +16,728.1% |
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