-0.1%
BSX vs AXON
+77.1%
-77.1%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -18.2% | +13.9% | -1.9% |
| 7D | +1.8% | -26.8% | +28.7% | +5.8% |
| 30D | +2.8% | -22.9% | +25.7% | +6.1% |
| 3M | -13.3% | -40.1% | +26.8% | -7.9% |
| 6M | -23.7% | -18.9% | -4.8% | -22.9% |
| YTD | -55.2% | -44.9% | -10.3% | -52.6% |
| 1Y | -56.8% | -46.7% | -10.1% | -54.3% |
| 3Y | -19.0% | +44.3% | -63.4% | -30.6% |
| All | -0.1% | +77.1% | -77.1% | -24.5% |
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