+237.0%
BMY vs AXON
+101,343.3%
-101,106.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.2% | +2.3% | -1.6% |
| 7D | +0.4% | -14.2% | +14.5% | +1.4% |
| 30D | +5.0% | -15.4% | +20.4% | +6.0% |
| 3M | +19.4% | +0.5% | +18.9% | +18.7% |
| 6M | +9.5% | -9.5% | +19.0% | +9.4% |
| YTD | +28.1% | -9.2% | +37.3% | +27.4% |
| 1Y | +50.0% | -29.4% | +79.4% | +51.7% |
| 3Y | +24.1% | +139.4% | -115.3% | +11.6% |
| 5Y | +25.0% | +178.9% | -153.9% | +9.1% |
| 10Y | +68.7% | +1,840.8% | -1,772.1% | +19.5% |
| All | +237.0% | +101,343.3% | -101,106.4% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 all: compounded portfolio wealth divided by compounded AXON 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…
all analysis · Full analysis span regression · 6 months rolling