-76.4%
PCG vs AXON
+1,109.0%
-1,185.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.3% | -5.2% | -1.5% |
| 7D | -2.2% | -25.6% | +23.4% | +1.3% |
| 30D | -0.5% | -23.9% | +23.4% | +2.7% |
| 3M | -24.0% | -50.4% | +26.5% | -17.2% |
| 6M | -18.6% | -20.0% | +1.4% | -17.6% |
| YTD | -17.7% | -44.5% | +26.8% | -13.3% |
| 1Y | -20.0% | -44.9% | +24.9% | -15.7% |
| 3Y | -20.2% | +44.7% | -65.0% | -32.1% |
| 5Y | +8.4% | +86.7% | -78.3% | -15.4% |
| 10Y | -76.4% | +1,060.5% | -1,136.9% | -86.0% |
| All | -76.4% | +1,109.0% | -1,185.4% | -86.0% |
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