+143.0%
AXON vs PTC
-3.9%
+146.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -6.0% | +1.9% | -0.9% |
| 7D | -14.2% | -10.3% | -3.9% | -8.8% |
| 30D | -15.4% | +1.1% | -16.5% | -16.4% |
| 3M | +0.5% | +1.6% | -1.1% | -1.7% |
| 6M | -9.5% | -13.5% | +4.0% | -2.5% |
| YTD | -9.2% | -19.1% | +9.8% | +1.6% |
| 1Y | -29.4% | -33.9% | +4.5% | -11.5% |
| All | +143.0% | -3.9% | +146.8% | +131.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 3y: compounded portfolio wealth divided by compounded PTC 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…
3y analysis · Full analysis span regression · 6 months rolling