+6,893.4%
URI vs AON
+1,275.4%
+5,618.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.2% |
| 7D | -2.0% | -9.1% | +7.1% | +2.4% |
| 30D | -12.9% | -10.2% | -2.7% | -8.5% |
| 3M | -6.7% | +0.5% | -7.2% | -8.3% |
| 6M | +19.0% | -4.8% | +23.8% | +19.4% |
| YTD | +25.5% | -8.0% | +33.5% | +27.2% |
| 1Y | +5.5% | -13.1% | +18.6% | +9.8% |
| 3Y | +111.3% | -1.3% | +112.6% | +101.3% |
| 5Y | +198.6% | +14.9% | +183.6% | +160.6% |
| 10Y | +1,179.9% | +214.9% | +965.0% | +569.3% |
| All | +6,893.4% | +1,275.4% | +5,618.0% | +1,738.1% |
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