+824.0%
PG vs AXON
+101,343.3%
-100,519.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | -0.1% |
| 7D | +1.9% | -14.2% | +16.0% | +2.5% |
| 30D | -0.2% | -15.4% | +15.1% | +0.4% |
| 3M | +4.8% | +0.5% | +4.3% | +4.4% |
| 6M | -6.1% | -9.5% | +3.4% | -6.2% |
| YTD | +4.5% | -9.2% | +13.7% | +4.1% |
| 1Y | -5.3% | -29.4% | +24.1% | -4.6% |
| 3Y | +2.6% | +139.4% | -136.8% | -4.2% |
| 5Y | +15.6% | +178.9% | -163.3% | +5.9% |
| 10Y | +118.0% | +1,840.8% | -1,722.8% | +75.1% |
| All | +824.0% | +101,343.3% | -100,519.3% | +460.3% |
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