+1,247.3%
AON vs PLUG
-98.6%
+1,346.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -4.0% | -1.3% |
| 7D | -9.1% | -0.9% | -8.2% | -9.1% |
| 30D | -10.2% | +3.3% | -13.6% | -10.4% |
| 3M | +0.5% | -39.7% | +40.2% | +2.3% |
| 6M | -4.8% | -12.5% | +7.7% | -5.0% |
| YTD | -8.0% | +10.2% | -18.1% | -9.4% |
| 1Y | -13.1% | +50.7% | -63.8% | -16.3% |
| 3Y | -1.3% | -74.5% | +73.2% | -2.1% |
| 5Y | +14.9% | -91.8% | +106.7% | +17.2% |
| 10Y | +214.9% | +43.7% | +171.2% | +164.2% |
| All | +1,247.3% | -98.6% | +1,346.0% | +1,116.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling