+1,852.6%
AXON vs PRU
+142.7%
+1,709.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.0% | -3.2% | -3.8% |
| 7D | -14.2% | +1.9% | -16.0% | -14.7% |
| 30D | -15.4% | +2.7% | -18.1% | -16.3% |
| 3M | +0.5% | +19.5% | -19.0% | -6.6% |
| 6M | -9.5% | +26.6% | -36.1% | -18.0% |
| YTD | -9.2% | +12.3% | -21.5% | -13.8% |
| 1Y | -29.4% | +18.0% | -47.4% | -34.4% |
| 3Y | +139.4% | +47.0% | +92.4% | +100.3% |
| 5Y | +178.9% | +48.4% | +130.5% | +129.3% |
| All | +1,852.6% | +142.7% | +1,709.9% | +998.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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