+135.4%
AXON vs PNC
+133.3%
+2.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.5% |
| 7D | -2.5% | +2.3% | -4.8% | -3.4% |
| 30D | -11.5% | -3.8% | -7.7% | -10.1% |
| 3M | +7.3% | +7.8% | -0.5% | +4.4% |
| 6M | -11.9% | +19.7% | -31.6% | -17.9% |
| YTD | -11.0% | +19.1% | -30.1% | -17.2% |
| 1Y | -31.8% | +23.1% | -54.9% | -37.4% |
| 3Y | +135.4% | +132.1% | +3.3% | +76.0% |
| All | +135.4% | +133.3% | +2.1% | +76.0% |
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