+82.8%
PCG vs AXON
+75,157.7%
-75,075.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -9.8% | +8.5% | -0.6% |
| 7D | 0.0% | -12.7% | +12.7% | +0.9% |
| 30D | +5.8% | -8.6% | +14.5% | +6.4% |
| 3M | -22.8% | -37.2% | +14.5% | -20.4% |
| 6M | -18.4% | +0.5% | -18.9% | -19.0% |
| YTD | -16.9% | -32.6% | +15.8% | -15.5% |
| 1Y | -17.6% | -40.2% | +22.6% | -15.7% |
| 3Y | -20.0% | +76.1% | -96.1% | -25.6% |
| 5Y | +16.0% | +109.5% | -93.4% | +4.9% |
| 10Y | -76.7% | +1,640.5% | -1,717.2% | -81.8% |
| All | +82.8% | +75,157.7% | -75,075.0% | +45.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling