+216.6%
BMY vs AXON
+61,473.8%
-61,257.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -18.2% | +16.6% | -0.2% |
| 7D | -0.5% | -26.8% | +26.3% | +1.6% |
| 30D | +4.1% | -22.9% | +27.0% | +5.9% |
| 3M | -2.1% | -40.1% | +38.0% | +1.2% |
| 6M | +12.2% | -18.9% | +31.1% | +12.8% |
| YTD | +20.3% | -44.9% | +65.2% | +23.8% |
| 1Y | +39.2% | -46.7% | +85.9% | +43.5% |
| 3Y | +35.6% | +44.3% | -8.7% | +26.2% |
| 5Y | +28.6% | +71.4% | -42.8% | +16.0% |
| 10Y | +73.9% | +1,324.0% | -1,250.2% | +25.7% |
| All | +216.6% | +61,473.8% | -61,257.2% | +57.4% |
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