+1,028.0%
AXON vs FITB
+231.2%
+796.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -27.4% | +0.5% | -27.9% | -27.4% |
| 30D | -28.5% | +7.0% | -35.5% | -30.1% |
| 3M | -49.3% | -4.4% | -44.9% | -48.5% |
| 6M | -25.0% | +11.6% | -36.6% | -28.0% |
| YTD | -46.7% | +18.6% | -65.3% | -50.2% |
| 1Y | -48.3% | +29.8% | -78.1% | -53.2% |
| 3Y | +38.8% | +140.7% | -101.9% | -2.1% |
| 5Y | +77.7% | +48.6% | +29.1% | +46.0% |
| 10Y | +1,028.0% | +224.4% | +803.6% | +501.4% |
| All | +1,028.0% | +231.2% | +796.8% | +501.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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