+230.6%
AON vs PLUG
+25.0%
+205.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.2% | +0.2% |
| 7D | +0.7% | +14.5% | -13.8% | +0.2% |
| 30D | +23.1% | -10.7% | +33.8% | +23.5% |
| 3M | -6.0% | -31.2% | +25.1% | -5.0% |
| 6M | +7.9% | -51.9% | +59.8% | +10.0% |
| YTD | -4.1% | -23.9% | +19.7% | -4.4% |
| 1Y | -2.3% | -43.4% | +41.1% | -1.6% |
| 3Y | +3.4% | -74.7% | +78.1% | +2.9% |
| 5Y | +17.1% | -96.3% | +113.4% | +25.0% |
| 10Y | +230.6% | +20.0% | +210.6% | +193.5% |
| All | +230.6% | +25.0% | +205.6% | +193.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling