+1,182.4%
URI vs AON
+228.3%
+954.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.2% | -2.2% |
| 7D | -6.0% | +1.9% | -7.8% | -7.1% |
| 30D | +4.6% | +23.3% | -18.7% | -7.1% |
| 3M | -2.7% | -5.5% | +2.8% | -0.8% |
| 6M | +18.4% | +8.0% | +10.3% | +10.2% |
| YTD | +37.4% | -4.0% | +41.3% | +35.2% |
| 1Y | +30.4% | -1.7% | +32.1% | +26.2% |
| 3Y | +147.9% | +2.9% | +145.0% | +125.3% |
| 5Y | +202.1% | +17.2% | +184.8% | +144.6% |
| 10Y | +1,182.4% | +225.8% | +956.6% | +428.9% |
| All | +1,182.4% | +228.3% | +954.1% | +428.9% |
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