-6.8%
AON vs PLTD
-78.0%
+71.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | -3.2% | -9.8% | +6.6% | -3.3% |
| 30D | +21.7% | +18.9% | +2.8% | +22.1% |
| 3M | -5.1% | -4.2% | -0.9% | -5.3% |
| 6M | +5.9% | -34.8% | +40.7% | +4.8% |
| YTD | -4.8% | -21.1% | +16.3% | -5.2% |
| 1Y | -4.1% | -19.3% | +15.2% | -4.3% |
| All | -6.8% | -78.0% | +71.2% | -12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling