+446.0%
PWR vs AXON
+179.8%
+266.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.2% | +4.9% | +1.5% |
| 7D | +3.6% | -14.2% | +17.8% | +6.4% |
| 30D | -8.6% | -15.4% | +6.8% | -6.3% |
| 3M | -13.2% | +0.5% | -13.6% | -14.7% |
| 6M | +9.9% | -9.5% | +19.4% | +9.6% |
| YTD | +48.0% | -9.2% | +57.2% | +46.1% |
| 1Y | +66.2% | -29.4% | +95.5% | +73.5% |
| 3Y | +195.1% | +139.4% | +55.7% | +111.7% |
| All | +446.0% | +179.8% | +266.2% | +249.1% |
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