+216.3%
UAL vs AON
+2.9%
+213.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | +12.5% | +1.9% | +10.6% | +12.0% |
| 30D | +12.2% | +23.3% | -11.1% | +6.8% |
| 3M | -2.6% | -5.5% | +3.0% | -1.2% |
| 6M | +21.1% | +8.0% | +13.0% | +17.6% |
| YTD | +7.8% | -4.0% | +11.8% | +8.7% |
| 1Y | +25.4% | -1.7% | +27.1% | +25.0% |
| All | +216.3% | +2.9% | +213.4% | +212.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling