+48.9%
PENG vs AXTX
-92.0%
+140.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +21.0% | -11.7% | +5.1% |
| 7D | -3.8% | -29.2% | +25.4% | +1.8% |
| 30D | -40.1% | -69.6% | +29.5% | -28.6% |
| 3M | -21.8% | -86.5% | +64.8% | -1.0% |
| 6M | +3.3% | -96.4% | +99.7% | +27.9% |
| All | +48.9% | -92.0% | +140.9% | +72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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