+84.9%
USB vs AON
+228.3%
-143.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +1.4% | +1.9% | -0.4% | +0.5% |
| 30D | +6.4% | +23.3% | -16.9% | -3.6% |
| 3M | -4.5% | -5.5% | +1.1% | -2.5% |
| 6M | +11.4% | +8.0% | +3.3% | +6.0% |
| YTD | +17.1% | -4.0% | +21.1% | +16.9% |
| 1Y | +32.6% | -1.7% | +34.3% | +30.7% |
| 3Y | +101.8% | +2.9% | +98.9% | +89.8% |
| 5Y | +25.1% | +17.2% | +7.9% | +6.7% |
| 10Y | +84.9% | +225.8% | -140.9% | -8.3% |
| All | +84.9% | +228.3% | -143.5% | -8.3% |
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