+1,017.9%
AON vs PFG
+999.6%
+18.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -1.9% |
| 7D | -3.2% | +6.0% | -9.2% | -4.7% |
| 30D | -11.9% | +2.2% | -14.1% | -12.4% |
| 3M | -2.9% | +10.4% | -13.2% | -5.3% |
| 6M | -6.8% | +27.8% | -34.6% | -12.5% |
| YTD | -10.1% | +33.6% | -43.7% | -16.6% |
| 1Y | -14.2% | +49.3% | -63.5% | -22.7% |
| 3Y | -3.3% | +69.7% | -73.0% | -16.4% |
| 5Y | +13.6% | +111.3% | -97.7% | -7.9% |
| 10Y | +209.2% | +240.3% | -31.1% | +114.2% |
| All | +1,017.9% | +999.6% | +18.3% | +338.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded PFG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling