+109.5%
AXON vs PLUG
-96.6%
+206.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -7.5% | -2.3% | -8.9% |
| 7D | -12.7% | -4.9% | -7.7% | -12.2% |
| 30D | -8.6% | -27.4% | +18.8% | -5.2% |
| 3M | -37.2% | -35.7% | -1.5% | -34.0% |
| 6M | +0.5% | -59.3% | +59.9% | +10.1% |
| YTD | -32.6% | -31.5% | -1.2% | -31.7% |
| 1Y | -40.2% | -48.9% | +8.7% | -37.5% |
| 3Y | +76.1% | -79.6% | +155.7% | +84.3% |
| 5Y | +109.5% | -96.5% | +205.9% | +227.8% |
| All | +109.5% | -96.6% | +206.1% | +227.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling