+1,271.8%
URI vs AON
+200.0%
+1,071.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.9% | +3.3% |
| 7D | +5.0% | -7.9% | +12.9% | +9.8% |
| 30D | -9.4% | -14.6% | +5.2% | -1.8% |
| 3M | -5.8% | -7.9% | +2.1% | -3.2% |
| 6M | +25.8% | -8.0% | +33.8% | +28.4% |
| YTD | +27.9% | -13.2% | +41.1% | +33.9% |
| 1Y | +9.7% | -16.4% | +26.1% | +17.2% |
| 3Y | +128.0% | -6.7% | +134.6% | +119.9% |
| 5Y | +212.4% | +8.0% | +204.4% | +164.9% |
| 10Y | +1,271.8% | +205.6% | +1,066.2% | +483.7% |
| All | +1,271.8% | +200.0% | +1,071.8% | +483.7% |
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 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