+1,854.5%
AXON vs ETR
+295.2%
+1,559.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.2% | -2.3% |
| 7D | -2.5% | +1.4% | -3.9% | -2.8% |
| 30D | -11.5% | +1.9% | -13.3% | -12.0% |
| 3M | +7.3% | +1.0% | +6.3% | +6.8% |
| 6M | -11.9% | +4.8% | -16.8% | -14.0% |
| YTD | -11.0% | +19.5% | -30.6% | -16.5% |
| 1Y | -31.8% | +28.1% | -59.9% | -37.5% |
| 3Y | +135.4% | +151.1% | -15.7% | +74.0% |
| 5Y | +176.9% | +125.2% | +51.7% | +108.7% |
| 10Y | +1,854.5% | +291.1% | +1,563.3% | +1,432.6% |
| All | +1,854.5% | +295.2% | +1,559.3% | +1,432.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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