+262.2%
UMC vs AON
-7.5%
+269.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.0% | +2.0% |
| 7D | +9.0% | -6.3% | +15.3% | +7.6% |
| 30D | +17.2% | -14.1% | +31.3% | +13.8% |
| 3M | +11.4% | -9.5% | +20.9% | +9.4% |
| 6M | +137.5% | -4.0% | +141.5% | +133.2% |
| YTD | +193.1% | -13.8% | +206.9% | +190.0% |
| 1Y | +240.3% | -18.3% | +258.6% | +239.3% |
| 3Y | +262.2% | -7.2% | +269.4% | +256.7% |
| All | +262.2% | -7.5% | +269.7% | +256.7% |
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