+179.2%
URI vs AON
+19.9%
+159.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.8% | +3.9% | +2.0% |
| 7D | -9.8% | +4.4% | -14.1% | -11.1% |
| 30D | +1.7% | +24.1% | -22.4% | -5.2% |
| 3M | -9.1% | -7.0% | -2.1% | -7.3% |
| 6M | +9.9% | +9.1% | +0.7% | +4.7% |
| YTD | +31.2% | -4.4% | +35.6% | +31.1% |
| 1Y | +25.9% | -0.8% | +26.7% | +23.4% |
| 3Y | +147.4% | +5.1% | +142.3% | +132.1% |
| All | +179.2% | +19.9% | +159.3% | +140.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling