+54.5%
USAR vs AON
-7.9%
+62.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.3% | -3.7% |
| 7D | -11.6% | -6.3% | -5.3% | -14.0% |
| 30D | -15.5% | -14.1% | -1.4% | -20.4% |
| 3M | -31.0% | -9.5% | -21.5% | -33.2% |
| 6M | -26.2% | -4.0% | -22.2% | -26.7% |
| YTD | +30.8% | -13.8% | +44.6% | +28.3% |
| 1Y | +7.1% | -18.3% | +25.4% | +3.9% |
| 3Y | +53.0% | -7.2% | +60.2% | +50.3% |
| All | +54.5% | -7.9% | +62.5% | +51.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling