+88.4%
AXON vs SMTC
+26.3%
+62.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.1% | +6.8% | +3.3% |
| 7D | +0.8% | +11.0% | -10.2% | -0.9% |
| 30D | -22.8% | -28.5% | +5.7% | -19.8% |
| 3M | -48.8% | -14.2% | -34.5% | -49.1% |
| 6M | -16.3% | -18.0% | +1.7% | -18.4% |
| YTD | -44.5% | +55.5% | -100.0% | -53.5% |
| 1Y | -43.4% | +69.5% | -112.9% | -53.6% |
| 3Y | +44.3% | +699.7% | -655.4% | -30.6% |
| All | +88.4% | +26.3% | +62.1% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 5y: compounded portfolio wealth divided by compounded SMTC 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…
5y analysis · Full analysis span regression · 6 months rolling