+1,787.9%
AXON vs DHI
+414.5%
+1,373.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.5% |
| 7D | -7.0% | -3.4% | -3.6% | -6.0% |
| 30D | -20.1% | -5.4% | -14.6% | -18.5% |
| 3M | +7.4% | -10.4% | +17.9% | +11.7% |
| 6M | -7.4% | -2.8% | -4.6% | -6.6% |
| YTD | -15.6% | -3.4% | -12.2% | -15.5% |
| 1Y | -36.2% | -22.9% | -13.3% | -31.6% |
| 3Y | +124.8% | +20.7% | +104.2% | +91.5% |
| 5Y | +166.6% | +62.1% | +104.4% | +94.4% |
| All | +1,787.9% | +414.5% | +1,373.4% | +876.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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