-16.3%
UNH vs AON
-7.5%
-8.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -1.9% |
| 7D | -4.5% | -6.3% | +1.8% | -2.8% |
| 30D | -6.5% | -14.1% | +7.6% | -2.6% |
| 3M | -6.0% | -9.5% | +3.5% | -3.7% |
| 6M | +33.7% | -4.0% | +37.7% | +34.1% |
| YTD | +16.4% | -13.8% | +30.2% | +20.6% |
| 1Y | +10.1% | -18.3% | +28.4% | +15.9% |
| 3Y | -16.3% | -7.2% | -9.1% | -14.3% |
| All | -16.3% | -7.5% | -8.8% | -14.3% |
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