+1,060.5%
AXON vs DG
+111.9%
+948.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.2% | +4.2% |
| 7D | -25.6% | -3.0% | -22.7% | -25.1% |
| 30D | -23.9% | +8.6% | -32.5% | -25.0% |
| 3M | -50.4% | +15.0% | -65.5% | -51.7% |
| 6M | -20.0% | +32.7% | -52.7% | -24.3% |
| YTD | -44.5% | +5.5% | -50.0% | -45.3% |
| 1Y | -44.9% | +34.6% | -79.5% | -47.9% |
| 3Y | +44.7% | +24.2% | +20.5% | +32.8% |
| 5Y | +86.7% | -32.3% | +118.9% | +104.3% |
| 10Y | +1,060.5% | +111.1% | +949.4% | +832.6% |
| All | +1,060.5% | +111.9% | +948.5% | +832.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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