+104.9%
PSX vs AXON
-31.4%
+136.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +1.5% |
| 7D | +2.8% | -2.5% | +5.3% | +2.7% |
| 30D | +27.8% | -11.5% | +39.2% | +27.1% |
| 3M | +42.0% | +7.3% | +34.7% | +42.8% |
| 6M | +58.1% | -11.9% | +70.1% | +56.7% |
| YTD | +105.0% | -11.0% | +116.0% | +103.7% |
| 1Y | +104.9% | -31.8% | +136.7% | +100.7% |
| All | +104.9% | -31.4% | +136.3% | +100.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling