+129.8%
AXON vs DHI
+22.0%
+107.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.1% |
| 7D | -3.3% | -2.3% | -1.0% | -3.0% |
| 30D | -17.8% | -5.3% | -12.6% | -17.2% |
| 3M | +8.3% | -7.8% | +16.0% | +9.3% |
| 6M | -12.4% | -5.4% | -7.0% | -11.9% |
| YTD | -13.7% | -2.7% | -11.0% | -13.8% |
| 1Y | -33.1% | -21.0% | -12.1% | -32.4% |
| All | +129.8% | +22.0% | +107.9% | +97.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling