+1,854.5%
AXON vs XHB
+204.2%
+1,650.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -0.5% |
| 7D | -2.5% | +0.2% | -2.7% | -2.6% |
| 30D | -11.5% | -9.1% | -2.4% | -5.9% |
| 3M | +7.3% | -2.3% | +9.6% | +8.9% |
| 6M | -11.9% | -4.1% | -7.8% | -10.1% |
| YTD | -11.0% | -1.7% | -9.3% | -11.5% |
| 1Y | -31.8% | -15.1% | -16.6% | -25.8% |
| 3Y | +135.4% | +26.8% | +108.6% | +83.0% |
| 5Y | +176.9% | +37.3% | +139.5% | +99.9% |
| 10Y | +1,854.5% | +205.7% | +1,648.8% | +620.2% |
| All | +1,854.5% | +204.2% | +1,650.3% | +620.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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