+453.1%
AXGN vs SPY
+3,091.8%
-2,638.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.7% |
| 7D | -6.2% | +0.1% | -6.3% | -6.3% |
| 30D | +6.8% | +0.1% | +6.7% | +6.7% |
| 3M | +13.9% | +2.0% | +11.9% | +12.8% |
| 6M | +65.2% | +13.0% | +52.2% | +55.9% |
| YTD | +47.5% | +13.5% | +34.0% | +38.7% |
| 1Y | +213.5% | +20.0% | +193.5% | +186.8% |
| 3Y | +666.3% | +77.2% | +589.2% | +486.1% |
| 5Y | +178.0% | +81.9% | +96.1% | +113.4% |
| 10Y | +443.1% | +314.1% | +129.0% | +230.6% |
| All | +453.1% | +3,091.8% | -2,638.7% | +66.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling