-1.2%
BSX vs AXON
+177.9%
-179.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.0% | -3.9% | -5.7% |
| 7D | -6.4% | -2.5% | -4.0% | -6.2% |
| 30D | -8.8% | -11.5% | +2.7% | -7.5% |
| 3M | -7.6% | +7.3% | -14.9% | -9.3% |
| 6M | -37.0% | -11.9% | -25.0% | -36.8% |
| YTD | -52.8% | -11.0% | -41.8% | -53.0% |
| 1Y | -58.4% | -31.8% | -26.7% | -57.2% |
| 3Y | -16.5% | +135.4% | -151.9% | -32.8% |
| 5Y | -1.2% | +176.9% | -178.0% | -27.4% |
| All | -1.2% | +177.9% | -179.1% | -27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling