+1,188.5%
WDC vs AON
+204.8%
+983.8%
-70.5%
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% | -2.3% |
| 7D | -4.3% | -6.3% | +2.0% | -1.8% |
| 30D | -1.5% | -14.1% | +12.6% | +4.4% |
| 3M | -15.5% | -9.5% | -6.0% | -14.6% |
| 6M | +66.5% | -4.0% | +70.5% | +60.8% |
| YTD | +159.9% | -13.8% | +173.7% | +162.2% |
| 1Y | +366.0% | -18.3% | +384.2% | +381.8% |
| 3Y | +1,285.8% | -7.2% | +1,293.0% | +1,175.6% |
| 5Y | +925.6% | +7.3% | +918.2% | +722.4% |
| All | +1,188.5% | +204.8% | +983.8% | +401.6% |
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 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