+44.3%
AXON vs XME
+93.2%
-48.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.6% | +4.3% | +3.2% |
| 7D | +0.8% | +0.3% | +0.5% | +0.5% |
| 30D | -22.8% | -6.1% | -16.6% | -21.3% |
| 3M | -48.8% | -18.6% | -30.1% | -45.2% |
| 6M | -16.3% | -23.9% | +7.6% | -8.5% |
| YTD | -44.5% | -9.3% | -35.1% | -43.3% |
| 1Y | -43.4% | +1.8% | -45.2% | -44.5% |
| 3Y | +44.3% | +93.0% | -48.7% | +10.6% |
| All | +44.3% | +93.2% | -48.9% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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