+40.6%
AXON vs DE
+92.6%
-52.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.9% | -6.1% | -3.4% |
| 7D | -28.7% | +3.5% | -32.3% | -29.0% |
| 30D | -28.3% | +11.3% | -39.6% | -29.1% |
| 3M | -46.9% | +11.6% | -58.5% | -47.7% |
| 6M | -24.9% | +20.9% | -45.7% | -27.0% |
| YTD | -46.6% | +49.7% | -96.3% | -51.1% |
| 1Y | -49.7% | +49.5% | -99.1% | -54.0% |
| 3Y | +40.6% | +94.7% | -54.1% | +20.2% |
| All | +40.6% | +92.6% | -52.0% | +20.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling