+143.0%
AXON vs FITB
+128.4%
+14.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.1% |
| 7D | -14.2% | +0.6% | -14.8% | -14.3% |
| 30D | -15.4% | -4.7% | -10.7% | -13.9% |
| 3M | +0.5% | +6.7% | -6.2% | -1.4% |
| 6M | -9.5% | +12.6% | -22.1% | -13.1% |
| YTD | -9.2% | +19.1% | -28.3% | -14.6% |
| 1Y | -29.4% | +22.6% | -52.0% | -34.3% |
| All | +143.0% | +128.4% | +14.6% | +87.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling