+1,046.6%
AXON vs PTEN
-38.4%
+1,085.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.8% | -0.1% | +2.4% |
| 7D | +0.8% | +10.6% | -9.8% | -0.5% |
| 30D | -22.8% | -4.9% | -17.8% | -22.5% |
| 3M | -48.8% | +1.4% | -50.2% | -49.2% |
| 6M | -16.3% | -7.0% | -9.3% | -16.8% |
| YTD | -44.5% | +84.8% | -129.2% | -50.7% |
| 1Y | -43.4% | +95.7% | -139.1% | -50.2% |
| 3Y | +44.3% | +2.0% | +42.3% | +35.4% |
| 5Y | +85.1% | +48.0% | +37.1% | +57.2% |
| All | +1,046.6% | -38.4% | +1,085.0% | +717.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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