+59.3%
USAR vs AON
-6.4%
+65.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.0% | -7.0% | -5.6% |
| 7D | -9.3% | -5.9% | -3.4% | -11.5% |
| 30D | -15.2% | -13.7% | -1.5% | -20.0% |
| 3M | -21.1% | -8.3% | -12.8% | -23.1% |
| 6M | -21.6% | -3.6% | -17.9% | -21.8% |
| YTD | +34.8% | -12.4% | +47.1% | +33.2% |
| 1Y | +15.6% | -14.6% | +30.3% | +13.5% |
| 3Y | +57.7% | -5.7% | +63.4% | +56.0% |
| All | +59.3% | -6.4% | +65.7% | +57.6% |
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