+345.0%
PSX vs AXON
+179.8%
+165.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.3% | +0.3% |
| 7D | +4.5% | -14.2% | +18.7% | +5.1% |
| 30D | +26.6% | -15.4% | +42.0% | +27.3% |
| 3M | +39.3% | +0.5% | +38.8% | +38.6% |
| 6M | +56.8% | -9.5% | +66.3% | +56.7% |
| YTD | +101.8% | -9.2% | +111.0% | +101.3% |
| 1Y | +99.6% | -29.4% | +129.0% | +102.3% |
| 3Y | +140.3% | +139.4% | +0.9% | +117.9% |
| All | +345.0% | +179.8% | +165.1% | +269.1% |
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