+1,854.5%
AXON vs PSA
+100.1%
+1,754.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | -2.5% | -0.4% | -2.1% | -2.3% |
| 30D | -11.5% | -8.2% | -3.3% | -8.7% |
| 3M | +7.3% | -2.1% | +9.4% | +8.1% |
| 6M | -11.9% | -0.2% | -11.7% | -12.1% |
| YTD | -11.0% | +18.5% | -29.5% | -16.5% |
| 1Y | -31.8% | +6.6% | -38.3% | -33.7% |
| 3Y | +135.4% | +24.5% | +110.9% | +111.0% |
| 5Y | +176.9% | +13.6% | +163.3% | +154.8% |
| 10Y | +1,854.5% | +102.0% | +1,752.5% | +1,450.9% |
| All | +1,854.5% | +100.1% | +1,754.4% | +1,450.9% |
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