+1,865.8%
PWR vs AXON
+1,278.1%
+587.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -3.1% | +12.5% | +9.9% |
| 7D | -4.8% | -28.7% | +24.0% | +0.6% |
| 30D | -16.2% | -28.3% | +12.1% | -11.6% |
| 3M | -11.9% | -46.9% | +35.0% | -2.5% |
| 6M | -20.6% | -24.9% | +4.3% | -19.0% |
| YTD | +40.3% | -46.6% | +86.9% | +50.6% |
| 1Y | +33.0% | -49.7% | +82.7% | +44.7% |
| 3Y | +250.0% | +40.6% | +209.4% | +196.3% |
| 5Y | +404.2% | +71.9% | +332.3% | +294.4% |
| 10Y | +1,865.8% | +1,180.9% | +685.0% | +1,020.8% |
| All | +1,865.8% | +1,278.1% | +587.7% | +1,020.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling