+34.4%
URI vs AON
-2.6%
+37.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.7% | -1.1% |
| 7D | +6.7% | +1.0% | +5.7% | +6.9% |
| 30D | +8.9% | +23.2% | -14.3% | +11.8% |
| 3M | +0.5% | -5.0% | +5.5% | -0.5% |
| 6M | +20.7% | +9.3% | +11.3% | +22.2% |
| YTD | +40.0% | -3.4% | +43.4% | +43.4% |
| 1Y | +34.4% | -2.9% | +37.3% | +37.6% |
| All | +34.4% | -2.6% | +37.0% | +37.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling