+205.6%
AON vs PLUG
+48.6%
+157.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.0% | +0.5% | -3.4% |
| 7D | -7.9% | +3.8% | -11.7% | -8.0% |
| 30D | -14.6% | +2.8% | -17.5% | -14.8% |
| 3M | -7.9% | -25.4% | +17.5% | -7.1% |
| 6M | -8.0% | -0.5% | -7.5% | -8.6% |
| YTD | -13.2% | +10.2% | -23.4% | -14.4% |
| 1Y | -16.4% | +53.9% | -70.3% | -19.3% |
| 3Y | -6.7% | -72.7% | +66.1% | -6.9% |
| 5Y | +8.0% | -91.4% | +99.4% | +11.6% |
| 10Y | +205.6% | +58.4% | +147.2% | +167.9% |
| All | +205.6% | +48.6% | +157.0% | +167.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PLUG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling