+14.1%
PCG vs AXON
+71.5%
-57.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -18.2% | +16.2% | -0.7% |
| 7D | -1.6% | -26.8% | +25.2% | +0.4% |
| 30D | +1.4% | -22.9% | +24.3% | +3.0% |
| 3M | -23.4% | -40.1% | +16.7% | -20.9% |
| 6M | -19.4% | -18.9% | -0.5% | -18.7% |
| YTD | -18.5% | -44.9% | +26.4% | -15.8% |
| 1Y | -19.5% | -46.7% | +27.2% | -16.7% |
| 3Y | -21.0% | +44.3% | -65.3% | -30.1% |
| All | +14.1% | +71.5% | -57.4% | -9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling