+115.0%
UMC vs AON
+2.1%
+112.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.4% | -6.5% | +1.4% |
| 7D | -14.7% | +9.4% | -24.1% | -8.2% |
| 30D | -32.9% | +27.0% | -59.9% | -18.4% |
| 3M | -22.2% | -3.1% | -19.0% | -22.3% |
| 6M | +25.9% | +10.0% | +15.9% | +39.5% |
| YTD | +107.9% | -1.6% | +109.5% | +124.8% |
| 1Y | +115.0% | +0.9% | +114.1% | +136.2% |
| All | +115.0% | +2.1% | +112.9% | +136.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling