+170.5%
AXON vs PNC
+51.0%
+119.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.1% | -2.7% |
| 7D | -3.3% | -0.7% | -2.6% | -3.0% |
| 30D | -17.8% | -4.4% | -13.4% | -16.3% |
| 3M | +8.3% | +4.5% | +3.8% | +6.7% |
| 6M | -12.4% | +19.1% | -31.4% | -18.1% |
| YTD | -13.7% | +18.0% | -31.7% | -19.3% |
| 1Y | -33.1% | +24.1% | -57.1% | -38.6% |
| 3Y | +128.2% | +130.0% | -1.8% | +63.1% |
| 5Y | +170.5% | +50.4% | +120.1% | +130.1% |
| All | +170.5% | +51.0% | +119.5% | +130.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling