-2.9%
AON vs PLTD
-18.9%
+16.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +1.4% |
| 7D | +1.0% | -4.8% | +5.8% | +1.1% |
| 30D | +23.2% | +16.9% | +6.3% | +23.1% |
| 3M | -5.0% | +2.6% | -7.6% | -5.2% |
| 6M | +9.3% | -36.2% | +45.6% | +8.0% |
| YTD | -3.4% | -19.4% | +16.0% | -5.1% |
| 1Y | -2.9% | -22.5% | +19.7% | -3.9% |
| All | -2.9% | -18.9% | +16.0% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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