+302.5%
PSX vs AXON
+83.1%
+219.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -2.0% | +0.7% |
| 7D | +7.8% | +0.8% | +7.0% | +7.8% |
| 30D | -10.9% | -22.8% | +11.9% | -10.1% |
| 3M | +14.5% | -48.8% | +63.2% | +17.3% |
| 6M | +56.1% | -16.3% | +72.4% | +55.3% |
| YTD | +109.6% | -44.5% | +154.0% | +112.6% |
| 1Y | +95.5% | -43.4% | +138.9% | +98.0% |
| 3Y | +156.2% | +44.3% | +111.9% | +134.5% |
| All | +302.5% | +83.1% | +219.4% | +239.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling