+129.8%
AXON vs EQH
+95.5%
+34.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.1% | -3.1% |
| 7D | -3.3% | +1.1% | -4.5% | -3.7% |
| 30D | -17.8% | -1.1% | -16.7% | -17.6% |
| 3M | +8.3% | +25.0% | -16.7% | -1.6% |
| 6M | -12.4% | +33.9% | -46.2% | -23.1% |
| YTD | -13.7% | +11.6% | -25.3% | -18.8% |
| 1Y | -33.1% | +1.5% | -34.6% | -34.6% |
| All | +129.8% | +95.5% | +34.3% | +80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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