+1.0%
XLU vs AON
+2.1%
-1.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.4% | -4.0% | +0.2% |
| 7D | +2.6% | +9.4% | -6.8% | +2.2% |
| 30D | +9.1% | +27.0% | -17.9% | +8.0% |
| 3M | -0.4% | -3.1% | +2.7% | -0.9% |
| 6M | -4.7% | +10.0% | -14.6% | -4.9% |
| YTD | +4.3% | -1.6% | +5.9% | +4.2% |
| 1Y | +1.0% | +0.9% | +0.1% | +0.1% |
| All | +1.0% | +2.1% | -1.1% | +0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling