+1,028.0%
AXON vs PLUG
+9.6%
+1,018.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.7% | +8.5% | +1.0% |
| 7D | -27.4% | -2.8% | -24.5% | -27.3% |
| 30D | -28.5% | -18.5% | -10.0% | -26.7% |
| 3M | -49.3% | -35.1% | -14.2% | -46.5% |
| 6M | -25.0% | -56.1% | +31.1% | -17.5% |
| YTD | -46.7% | -30.5% | -16.3% | -46.1% |
| 1Y | -48.3% | -46.5% | -1.8% | -46.0% |
| 3Y | +38.8% | -61.2% | +100.0% | +27.4% |
| 5Y | +77.7% | -96.6% | +174.3% | +131.8% |
| 10Y | +1,028.0% | +1.5% | +1,026.6% | +792.9% |
| All | +1,028.0% | +9.6% | +1,018.4% | +792.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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