+151.0%
AXGN vs SPY
+18.1%
+132.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.1% | 0.0% |
| 7D | -12.7% | -0.8% | -11.9% | -12.1% |
| 30D | -15.1% | -1.1% | -14.1% | -14.4% |
| 3M | -0.5% | +3.9% | -4.3% | -3.3% |
| 6M | +30.6% | +13.6% | +17.0% | +15.0% |
| YTD | +28.8% | +12.7% | +16.1% | +13.5% |
| 1Y | +151.0% | +17.5% | +133.4% | +106.7% |
| All | +151.0% | +18.1% | +132.8% | +106.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling