+134,607.7%
UNH vs AON
+4,830.5%
+129,777.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.6% | -0.8% |
| 7D | -1.7% | -7.9% | +6.3% | +1.0% |
| 30D | -3.8% | -14.6% | +10.8% | +0.9% |
| 3M | -4.3% | -7.9% | +3.6% | -2.2% |
| 6M | +38.6% | -8.0% | +46.6% | +41.4% |
| YTD | +20.7% | -13.2% | +33.9% | +25.2% |
| 1Y | +16.0% | -16.4% | +32.4% | +21.7% |
| 3Y | -13.5% | -6.7% | -6.8% | -13.2% |
| 5Y | +3.5% | +8.0% | -4.5% | -1.9% |
| 10Y | +245.3% | +205.6% | +39.7% | +133.8% |
| All | +134,607.7% | +4,830.5% | +129,777.3% | +30,308.8% |
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