+2,396.1%
PWR vs AXON
+1,845.5%
+550.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.0% | +4.3% | +2.7% |
| 7D | +4.5% | -2.5% | +7.0% | +4.9% |
| 30D | -4.9% | -11.5% | +6.6% | -3.2% |
| 3M | -7.9% | +7.3% | -15.2% | -10.6% |
| 6M | +18.3% | -11.9% | +30.3% | +18.1% |
| YTD | +51.5% | -11.0% | +62.5% | +49.6% |
| 1Y | +70.3% | -31.8% | +102.1% | +76.9% |
| 3Y | +210.6% | +135.4% | +75.2% | +141.3% |
| 5Y | +456.7% | +176.9% | +279.8% | +302.1% |
| 10Y | +2,396.1% | +1,854.5% | +541.6% | +1,165.7% |
| All | +2,396.1% | +1,845.5% | +550.6% | +1,165.7% |
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