+216.7%
AON vs PLUG
+54.8%
+162.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.1% | -6.4% | -2.4% |
| 7D | -3.2% | +8.1% | -11.4% | -3.5% |
| 30D | -11.9% | +3.7% | -15.5% | -12.0% |
| 3M | -2.9% | -29.2% | +26.3% | -1.9% |
| 6M | -6.8% | +6.1% | -12.9% | -7.6% |
| YTD | -10.1% | +14.7% | -24.8% | -11.4% |
| 1Y | -14.2% | +56.9% | -71.2% | -17.2% |
| 3Y | -3.3% | -71.6% | +68.3% | -3.6% |
| 5Y | +13.6% | -91.0% | +104.7% | +17.2% |
| All | +216.7% | +54.8% | +162.0% | +177.3% |
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