+75.9%
UBER vs AON
+89.4%
-13.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.2% | -2.3% |
| 7D | -2.8% | -3.2% | +0.4% | -1.1% |
| 30D | -2.5% | -11.9% | +9.3% | +4.0% |
| 3M | +4.4% | -2.9% | +7.2% | +5.4% |
| 6M | -2.7% | -6.8% | +4.2% | 0.0% |
| YTD | -10.5% | -10.1% | -0.4% | -6.8% |
| 1Y | -22.5% | -14.2% | -8.3% | -17.4% |
| 3Y | +54.8% | -3.3% | +58.1% | +49.6% |
| 5Y | +82.5% | +13.6% | +68.9% | +55.0% |
| All | +75.9% | +89.4% | -13.5% | -11.1% |
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