+218.5%
PWR vs AON
-7.5%
+225.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.7% | +6.8% | +4.9% |
| 7D | +4.2% | -6.3% | +10.5% | +3.3% |
| 30D | -4.0% | -14.1% | +10.0% | -5.8% |
| 3M | -4.8% | -9.5% | +4.7% | -6.2% |
| 6M | +14.6% | -4.0% | +18.7% | +12.6% |
| YTD | +54.2% | -13.8% | +68.0% | +53.2% |
| 1Y | +67.1% | -18.3% | +85.4% | +68.0% |
| 3Y | +218.5% | -7.2% | +225.6% | +213.4% |
| All | +218.5% | -7.5% | +225.9% | +213.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling