+1,180.9%
AXON vs PEG
+155.4%
+1,025.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.3% | -6.5% | -4.3% |
| 7D | -28.7% | +0.9% | -29.6% | -29.0% |
| 30D | -28.3% | +3.8% | -32.1% | -29.3% |
| 3M | -46.9% | +0.1% | -47.0% | -47.0% |
| 6M | -24.9% | -1.0% | -23.9% | -25.0% |
| YTD | -46.6% | -4.1% | -42.5% | -46.4% |
| 1Y | -49.7% | -6.9% | -42.8% | -49.0% |
| 3Y | +40.6% | +35.6% | +4.9% | +21.2% |
| 5Y | +71.9% | +42.8% | +29.1% | +43.0% |
| 10Y | +1,180.9% | +160.2% | +1,020.7% | +924.7% |
| All | +1,180.9% | +155.4% | +1,025.4% | +924.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 10y: compounded portfolio wealth divided by compounded PEG 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…
10y analysis · Full analysis span regression · 6 months rolling