+83,065.2%
AXON vs PH
+4,394.1%
+78,671.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -2.0% | -7.8% | -8.7% |
| 7D | -12.7% | -3.9% | -8.8% | -10.8% |
| 30D | -8.6% | -9.4% | +0.8% | -3.8% |
| 3M | -37.2% | -10.3% | -26.9% | -34.3% |
| 6M | +0.5% | +2.7% | -2.2% | -3.4% |
| YTD | -32.6% | +2.1% | -34.8% | -35.8% |
| 1Y | -40.2% | +16.2% | -56.4% | -47.5% |
| 3Y | +76.1% | +129.3% | -53.2% | +1.6% |
| 5Y | +109.5% | +191.7% | -82.3% | +3.1% |
| 10Y | +1,640.5% | +759.2% | +881.2% | +293.0% |
| All | +83,065.2% | +4,394.1% | +78,671.1% | +7,213.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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