+91.2%
BSX vs AXON
+1,811.1%
-1,719.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.0% | +0.4% |
| 7D | -7.0% | -3.3% | -3.7% | -6.7% |
| 30D | -10.9% | -17.8% | +6.9% | -8.6% |
| 3M | -8.2% | +8.3% | -16.5% | -10.1% |
| 6M | -37.5% | -12.4% | -25.1% | -37.3% |
| YTD | -52.8% | -13.7% | -39.1% | -52.9% |
| 1Y | -58.4% | -33.1% | -25.3% | -57.1% |
| 3Y | -16.5% | +128.2% | -144.8% | -31.4% |
| 5Y | -1.0% | +170.5% | -171.5% | -23.6% |
| 10Y | +91.2% | +1,846.0% | -1,754.8% | +10.3% |
| All | +91.2% | +1,811.1% | -1,719.8% | +10.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling