+1,135.8%
URI vs AON
+233.0%
+902.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.7% | -2.1% |
| 7D | +6.7% | +1.0% | +5.7% | +6.1% |
| 30D | +8.9% | +23.2% | -14.3% | -3.3% |
| 3M | +0.5% | -5.0% | +5.5% | +2.2% |
| 6M | +20.7% | +9.3% | +11.3% | +11.5% |
| YTD | +40.0% | -3.4% | +43.4% | +37.4% |
| 1Y | +34.4% | -2.9% | +37.3% | +31.2% |
| 3Y | +149.5% | +3.6% | +145.8% | +125.7% |
| 5Y | +205.6% | +16.9% | +188.7% | +148.1% |
| All | +1,135.8% | +233.0% | +902.9% | +386.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling