+72.4%
UBER vs AON
+81.5%
-9.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.4% | -0.4% |
| 7D | -5.4% | -6.3% | +0.9% | -2.1% |
| 30D | -4.9% | -14.1% | +9.2% | +2.8% |
| 3M | +3.0% | -9.5% | +12.5% | +8.0% |
| 6M | -4.4% | -4.0% | -0.4% | -3.3% |
| YTD | -12.3% | -13.8% | +1.5% | -6.6% |
| 1Y | -24.3% | -18.3% | -6.0% | -17.2% |
| 3Y | +46.4% | -7.2% | +53.6% | +44.6% |
| 5Y | +79.7% | +7.3% | +72.3% | +57.5% |
| All | +72.4% | +81.5% | -9.1% | -10.9% |
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