+38.8%
AXON vs PNC
+113.6%
-74.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -27.4% | +0.8% | -28.2% | -27.5% |
| 30D | -28.5% | +6.5% | -34.9% | -30.2% |
| 3M | -49.3% | -7.3% | -42.0% | -47.7% |
| 6M | -25.0% | +8.5% | -33.5% | -27.2% |
| YTD | -46.7% | +14.5% | -61.2% | -49.6% |
| 1Y | -48.3% | +29.1% | -77.3% | -53.3% |
| 3Y | +38.8% | +113.7% | -74.9% | +11.7% |
| All | +38.8% | +113.6% | -74.8% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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