+7,712.8%
URI vs AON
+1,333.1%
+6,379.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.3% | +6.6% | +6.7% |
| 7D | -4.0% | +0.7% | -4.7% | -4.6% |
| 30D | +6.8% | +23.1% | -16.3% | -4.2% |
| 3M | -2.8% | -6.0% | +3.2% | -0.9% |
| 6M | +20.9% | +7.9% | +13.0% | +13.7% |
| YTD | +40.2% | -4.1% | +44.4% | +38.2% |
| 1Y | +34.1% | -2.3% | +36.4% | +30.7% |
| 3Y | +164.1% | +3.4% | +160.7% | +143.9% |
| 5Y | +199.3% | +17.1% | +182.2% | +157.3% |
| 10Y | +1,218.8% | +230.6% | +988.3% | +568.4% |
| All | +7,712.8% | +1,333.1% | +6,379.7% | +1,897.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling