+1,028.0%
AXON vs PTEN
-44.3%
+1,072.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.5% |
| 7D | -27.4% | -14.5% | -12.9% | -26.0% |
| 30D | -28.5% | -11.1% | -17.3% | -27.6% |
| 3M | -49.3% | -7.8% | -41.4% | -49.1% |
| 6M | -25.0% | -10.5% | -14.5% | -25.2% |
| YTD | -46.7% | +69.3% | -116.0% | -52.2% |
| 1Y | -48.3% | +70.5% | -118.8% | -53.6% |
| 3Y | +38.8% | -7.1% | +45.9% | +31.8% |
| 5Y | +77.7% | +29.1% | +48.6% | +53.7% |
| 10Y | +1,028.0% | -44.5% | +1,072.5% | +709.4% |
| All | +1,028.0% | -44.3% | +1,072.4% | +709.4% |
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