+1,131.3%
PSX vs AON
+658.0%
+473.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.8% | +2.6% |
| 7D | +2.8% | -3.2% | +6.0% | +4.3% |
| 30D | +27.8% | -11.9% | +39.6% | +34.3% |
| 3M | +42.0% | -2.9% | +44.9% | +42.5% |
| 6M | +58.1% | -6.8% | +64.9% | +60.9% |
| YTD | +105.0% | -10.1% | +115.1% | +111.0% |
| 1Y | +104.9% | -14.2% | +119.1% | +114.9% |
| 3Y | +134.1% | -3.3% | +137.3% | +127.1% |
| 5Y | +363.8% | +13.6% | +350.2% | +298.0% |
| 10Y | +370.1% | +209.2% | +160.9% | +116.0% |
| All | +1,131.3% | +658.0% | +473.4% | +207.0% |
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