+1,112.1%
PSX vs AXON
+12,386.0%
-11,273.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.3% | +0.6% |
| 7D | +4.5% | -14.2% | +18.7% | +6.2% |
| 30D | +26.6% | -15.4% | +42.0% | +28.5% |
| 3M | +39.3% | +0.5% | +38.8% | +37.7% |
| 6M | +56.8% | -9.5% | +66.3% | +56.1% |
| YTD | +101.8% | -9.2% | +111.0% | +99.5% |
| 1Y | +99.6% | -29.4% | +129.0% | +103.1% |
| 3Y | +140.3% | +139.4% | +0.9% | +100.1% |
| 5Y | +339.3% | +178.9% | +160.4% | +247.5% |
| 10Y | +369.9% | +1,840.8% | -1,470.9% | +165.2% |
| All | +1,112.1% | +12,386.0% | -11,273.9% | +452.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling