+438.6%
PWR vs AON
+9.0%
+429.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.5% |
| 7D | -0.2% | -5.9% | +5.7% | +0.9% |
| 30D | -7.7% | -13.7% | +5.9% | -5.4% |
| 3M | -4.9% | -8.3% | +3.4% | -4.6% |
| 6M | +9.7% | -3.6% | +13.4% | +7.7% |
| YTD | +46.7% | -12.4% | +59.0% | +48.2% |
| 1Y | +58.7% | -14.6% | +73.4% | +61.7% |
| 3Y | +200.7% | -5.7% | +206.4% | +185.5% |
| 5Y | +438.6% | +9.1% | +429.4% | +357.1% |
| All | +438.6% | +9.0% | +429.6% | +357.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling