+343.0%
PSX vs AXON
+1,059.6%
-716.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -7.8% | -27.4% | +19.6% | -4.9% |
| 30D | -9.9% | -28.5% | +18.6% | -6.9% |
| 3M | +16.9% | -49.3% | +66.2% | +24.9% |
| 6M | +48.0% | -25.0% | +73.0% | +49.5% |
| YTD | +98.3% | -46.7% | +145.1% | +106.7% |
| 1Y | +86.2% | -48.3% | +134.4% | +94.7% |
| 3Y | +144.0% | +38.8% | +105.2% | +112.1% |
| 5Y | +287.7% | +77.7% | +210.0% | +214.2% |
| All | +343.0% | +1,059.6% | -716.6% | +165.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling