+48.3%
UBER vs AON
-5.9%
+54.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.8% |
| 7D | -4.5% | -5.9% | +1.4% | -3.0% |
| 30D | -7.6% | -13.7% | +6.0% | -4.3% |
| 3M | +5.8% | -8.3% | +14.0% | +8.0% |
| 6M | +0.3% | -3.6% | +3.9% | +1.3% |
| YTD | -11.2% | -12.4% | +1.2% | -8.7% |
| 1Y | -23.0% | -14.6% | -8.3% | -20.4% |
| All | +48.3% | -5.9% | +54.2% | +51.3% |
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 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