+147.4%
URI vs AON
+5.6%
+141.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.8% | +3.9% | +1.3% |
| 7D | -9.8% | +4.4% | -14.1% | -10.1% |
| 30D | +1.7% | +24.1% | -22.4% | 0.0% |
| 3M | -9.1% | -7.0% | -2.1% | -8.6% |
| 6M | +9.9% | +9.1% | +0.7% | +8.1% |
| YTD | +31.2% | -4.4% | +35.6% | +32.1% |
| 1Y | +25.9% | -0.8% | +26.7% | +25.6% |
| 3Y | +147.4% | +5.1% | +142.3% | +148.4% |
| All | +147.4% | +5.6% | +141.8% | +148.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling