+1,046.6%
AXON vs ED
+147.1%
+899.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.4% | +1.3% | +2.7% |
| 7D | +0.8% | +2.1% | -1.3% | +0.7% |
| 30D | -22.8% | +10.4% | -33.2% | -22.8% |
| 3M | -48.8% | +12.5% | -61.3% | -48.8% |
| 6M | -16.3% | +14.9% | -31.2% | -16.4% |
| YTD | -44.5% | +24.8% | -69.3% | -44.8% |
| 1Y | -43.4% | +23.8% | -67.2% | -43.7% |
| 3Y | +44.3% | +51.6% | -7.4% | +39.4% |
| 5Y | +85.1% | +86.4% | -1.3% | +74.7% |
| All | +1,046.6% | +147.1% | +899.5% | +1,073.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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