+1,846.0%
AXON vs PEG
+136.9%
+1,709.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.8% | -2.3% |
| 7D | -3.3% | -1.0% | -2.4% | -3.0% |
| 30D | -17.8% | -2.6% | -15.2% | -17.1% |
| 3M | +8.3% | -7.6% | +15.9% | +11.2% |
| 6M | -12.4% | -12.2% | -0.2% | -8.8% |
| YTD | -13.7% | -8.1% | -5.7% | -12.1% |
| 1Y | -33.1% | -7.0% | -26.1% | -32.4% |
| 3Y | +128.2% | +30.6% | +97.6% | +99.7% |
| 5Y | +170.5% | +34.4% | +136.1% | +130.3% |
| 10Y | +1,846.0% | +146.5% | +1,699.5% | +1,332.1% |
| All | +1,846.0% | +136.9% | +1,709.1% | +1,332.1% |
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