+1,180.9%
AXON vs PSA
+140.2%
+1,040.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | -28.7% | +1.5% | -30.2% | -29.0% |
| 30D | -28.3% | +16.7% | -45.0% | -32.0% |
| 3M | -46.9% | +4.0% | -50.9% | -47.6% |
| 6M | -24.9% | +10.9% | -35.7% | -27.6% |
| YTD | -46.6% | +34.2% | -80.8% | -52.0% |
| 1Y | -49.7% | +26.6% | -76.3% | -53.9% |
| 3Y | +40.6% | +54.7% | -14.2% | +16.6% |
| 5Y | +71.9% | +30.0% | +41.8% | +51.5% |
| 10Y | +1,180.9% | +132.7% | +1,048.2% | +849.7% |
| All | +1,180.9% | +140.2% | +1,040.7% | +849.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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