+138.7%
AXON vs PEG
+36.1%
+102.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.0% | -4.1% |
| 7D | -14.2% | +0.7% | -14.9% | -14.3% |
| 30D | -15.4% | -2.4% | -13.0% | -14.9% |
| 3M | +0.5% | -4.8% | +5.3% | +1.3% |
| 6M | -9.5% | -10.7% | +1.2% | -7.3% |
| YTD | -9.2% | -6.7% | -2.5% | -8.8% |
| 1Y | -29.4% | -6.8% | -22.5% | -29.3% |
| All | +138.7% | +36.1% | +102.6% | +100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling