+222.1%
PWR vs AXON
+42.7%
+179.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -18.2% | +24.4% | +8.6% |
| 7D | -12.9% | -26.8% | +14.0% | -9.4% |
| 30D | -22.8% | -22.9% | +0.1% | -20.4% |
| 3M | -19.0% | -40.1% | +21.1% | -14.0% |
| 6M | -31.1% | -18.9% | -12.2% | -31.6% |
| YTD | +28.2% | -44.9% | +73.1% | +36.2% |
| 1Y | +22.2% | -46.7% | +68.9% | +30.8% |
| 3Y | +222.1% | +44.3% | +177.8% | +145.0% |
| All | +222.1% | +42.7% | +179.5% | +145.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling