+80.2%
AXON vs PSLV
+84.6%
-4.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.5% | +0.8% | -2.3% |
| 7D | -19.7% | -4.3% | -15.5% | -19.4% |
| 30D | -25.7% | -16.6% | -9.1% | -24.3% |
| 3M | -48.8% | -24.6% | -24.2% | -47.3% |
| 6M | -22.0% | -42.5% | +20.6% | -17.8% |
| YTD | -45.9% | -31.7% | -14.2% | -44.7% |
| 1Y | -46.1% | -8.7% | -37.4% | -46.6% |
| 3Y | +40.9% | +113.6% | -72.7% | +22.7% |
| 5Y | +80.2% | +83.3% | -3.1% | +39.9% |
| All | +80.2% | +84.6% | -4.4% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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