+1,874.2%
AXON vs BEN
+58.2%
+1,816.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.5% | -7.7% | -5.4% |
| 7D | -14.2% | +0.2% | -14.4% | -14.2% |
| 30D | -15.4% | -0.5% | -14.8% | -15.1% |
| 3M | +0.5% | +9.7% | -9.2% | -2.6% |
| 6M | -9.5% | +33.9% | -43.4% | -18.5% |
| YTD | -9.2% | +49.0% | -58.2% | -21.4% |
| 1Y | -29.4% | +42.1% | -71.5% | -38.0% |
| 3Y | +139.4% | +51.9% | +87.5% | +99.1% |
| 5Y | +178.9% | +39.0% | +139.9% | +133.8% |
| All | +1,874.2% | +58.2% | +1,816.1% | +1,287.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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