+154.3%
PSX vs AXON
+40.7%
+113.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.3% | +1.7% |
| 7D | +6.4% | -19.7% | +26.1% | +6.7% |
| 30D | -10.2% | -25.7% | +15.5% | -9.9% |
| 3M | +17.2% | -48.8% | +66.0% | +18.1% |
| 6M | +51.8% | -22.0% | +73.7% | +50.8% |
| YTD | +108.0% | -45.9% | +153.9% | +109.2% |
| 1Y | +96.1% | -46.1% | +142.2% | +97.2% |
| All | +154.3% | +40.7% | +113.6% | +140.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling