+17.1%
AON vs PLUG
-96.4%
+113.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +7.4% | -10.2% | -3.0% |
| 7D | +4.4% | +5.8% | -1.5% | +4.2% |
| 30D | +24.1% | -18.5% | +42.6% | +24.7% |
| 3M | -7.0% | -30.0% | +23.0% | -6.2% |
| 6M | +9.1% | -56.2% | +65.3% | +11.1% |
| YTD | -4.4% | -26.4% | +22.0% | -4.7% |
| 1Y | -0.8% | -42.2% | +41.4% | -0.4% |
| 3Y | +5.1% | -76.8% | +82.0% | +6.4% |
| All | +17.1% | -96.4% | +113.5% | +37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling