+105.7%
PCG vs AON
+5,128.2%
-5,022.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.6% | +2.7% |
| 7D | -13.9% | -9.1% | -4.8% | -11.5% |
| 30D | -16.9% | -10.2% | -6.6% | -14.4% |
| 3M | -14.7% | +0.5% | -15.2% | -14.6% |
| 6M | -23.8% | -4.8% | -19.0% | -23.0% |
| YTD | -10.5% | -8.0% | -2.5% | -9.0% |
| 1Y | -5.1% | -13.1% | +8.0% | -2.2% |
| 3Y | -11.6% | -1.3% | -10.3% | -12.0% |
| 5Y | +59.0% | +14.9% | +44.1% | +51.7% |
| 10Y | -75.7% | +214.9% | -290.6% | -81.1% |
| All | +105.7% | +5,128.2% | -5,022.5% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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