+251.3%
UAL vs AON
+1,108.4%
-857.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +3.4% |
| 7D | +0.7% | -9.1% | +9.8% | +7.5% |
| 30D | -16.1% | -10.2% | -5.9% | -9.7% |
| 3M | +6.1% | +0.5% | +5.6% | +3.7% |
| 6M | +10.8% | -4.8% | +15.7% | +11.5% |
| YTD | -0.4% | -8.0% | +7.6% | +1.7% |
| 1Y | +5.0% | -13.1% | +18.1% | +11.3% |
| 3Y | +124.0% | -1.3% | +125.3% | +108.8% |
| 5Y | +141.0% | +14.9% | +126.1% | +93.4% |
| 10Y | +118.0% | +214.9% | -96.9% | -28.1% |
| All | +251.3% | +1,108.4% | -857.1% | -58.3% |
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