-76.7%
PCG vs AXON
+1,278.1%
-1,354.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.1% | +4.4% | +1.7% |
| 7D | -1.1% | -28.7% | +27.7% | +3.0% |
| 30D | +0.1% | -28.3% | +28.4% | +4.0% |
| 3M | -24.4% | -46.9% | +22.5% | -18.5% |
| 6M | -17.7% | -24.9% | +7.2% | -15.9% |
| YTD | -17.4% | -46.6% | +29.2% | -12.6% |
| 1Y | -19.4% | -49.7% | +30.3% | -14.0% |
| 3Y | -18.6% | +40.6% | -59.1% | -30.3% |
| 5Y | +10.2% | +71.9% | -61.7% | -12.5% |
| 10Y | -76.7% | +1,180.9% | -1,257.6% | -85.6% |
| All | -76.7% | +1,278.1% | -1,354.8% | -85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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