+83.5%
PFE vs AXON
+101,343.3%
-101,259.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +2.9% | -1.0% |
| 7D | +1.8% | -14.2% | +15.9% | +2.8% |
| 30D | +10.2% | -15.4% | +25.6% | +11.3% |
| 3M | +12.7% | +0.5% | +12.2% | +12.1% |
| 6M | +10.5% | -9.5% | +20.0% | +10.4% |
| YTD | +20.2% | -9.2% | +29.4% | +19.6% |
| 1Y | +24.1% | -29.4% | +53.4% | +25.4% |
| 3Y | -3.6% | +139.4% | -143.0% | -12.5% |
| 5Y | -20.9% | +178.9% | -199.8% | -30.1% |
| 10Y | +35.8% | +1,840.8% | -1,805.0% | -1.6% |
| All | +83.5% | +101,343.3% | -101,259.8% | +9.9% |
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