+112,002.2%
AXON vs PTEN
+43.7%
+111,958.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.0% | -3.1% | -4.0% |
| 7D | -14.2% | +0.7% | -14.9% | -14.4% |
| 30D | -15.4% | +31.2% | -46.6% | -20.8% |
| 3M | +0.5% | +2.0% | -1.5% | -1.8% |
| 6M | -9.5% | +42.4% | -51.9% | -19.2% |
| YTD | -9.2% | +109.2% | -118.4% | -26.1% |
| 1Y | -29.4% | +122.3% | -151.7% | -43.8% |
| 3Y | +139.4% | -5.6% | +145.0% | +121.3% |
| 5Y | +178.9% | +86.5% | +92.4% | +99.4% |
| 10Y | +1,840.8% | -22.1% | +1,862.9% | +1,187.7% |
| All | +112,002.2% | +43.7% | +111,958.5% | +49,888.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling