-15.1%
AON vs PLTU
+140.2%
-155.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.5% |
| 7D | -7.9% | -0.8% | -7.2% | -7.9% |
| 30D | -14.6% | -8.8% | -5.8% | -14.6% |
| 3M | -7.9% | +41.7% | -49.6% | -8.8% |
| 6M | -8.0% | -9.3% | +1.3% | -8.6% |
| YTD | -13.2% | -35.2% | +22.0% | -13.4% |
| 1Y | -16.4% | -29.5% | +13.1% | -17.1% |
| All | -15.1% | +140.2% | -155.3% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 5y: compounded portfolio wealth divided by compounded PLTU 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…
5y analysis · Full analysis span regression · 6 months rolling