+8,425.6%
PWR vs AON
+1,147.9%
+7,277.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.6% | -0.5% |
| 7D | +2.7% | -7.9% | +10.6% | +6.1% |
| 30D | -5.1% | -14.6% | +9.5% | +0.6% |
| 3M | -9.4% | -7.9% | -1.5% | -8.0% |
| 6M | +10.4% | -8.0% | +18.4% | +11.1% |
| YTD | +48.6% | -13.2% | +61.9% | +52.1% |
| 1Y | +68.0% | -16.4% | +84.5% | +73.9% |
| 3Y | +204.7% | -6.7% | +211.4% | +194.9% |
| 5Y | +451.9% | +8.0% | +443.9% | +398.4% |
| 10Y | +2,425.3% | +205.6% | +2,219.7% | +1,336.1% |
| All | +8,425.6% | +1,147.9% | +7,277.6% | +2,573.9% |
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