+1,846.0%
AXON vs DE
+852.3%
+993.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.5% | -2.9% |
| 7D | -3.3% | -3.0% | -0.3% | -2.3% |
| 30D | -17.8% | +11.1% | -29.0% | -21.3% |
| 3M | +8.3% | +17.6% | -9.3% | +1.3% |
| 6M | -12.4% | +13.6% | -25.9% | -17.4% |
| YTD | -13.7% | +46.3% | -60.0% | -27.1% |
| 1Y | -33.1% | +44.2% | -77.2% | -43.4% |
| 3Y | +128.2% | +76.6% | +51.6% | +74.1% |
| 5Y | +170.5% | +98.2% | +72.3% | +89.5% |
| 10Y | +1,846.0% | +863.5% | +982.5% | +534.5% |
| All | +1,846.0% | +852.3% | +993.7% | +534.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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