+1,846.0%
AXON vs PTEN
-21.6%
+1,867.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.1% | -5.2% | -3.3% |
| 7D | -3.3% | -1.7% | -1.7% | -3.2% |
| 30D | -17.8% | +18.6% | -36.4% | -19.8% |
| 3M | +8.3% | +12.5% | -4.2% | +5.6% |
| 6M | -12.4% | +41.9% | -54.2% | -18.1% |
| YTD | -13.7% | +117.8% | -131.5% | -24.7% |
| 1Y | -33.1% | +145.3% | -178.4% | -42.9% |
| 3Y | +128.2% | -2.8% | +131.0% | +116.9% |
| 5Y | +170.5% | +93.4% | +77.1% | +120.8% |
| 10Y | +1,846.0% | -16.6% | +1,862.6% | +1,185.0% |
| All | +1,846.0% | -21.6% | +1,867.5% | +1,185.0% |
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