+143.3%
DELL vs AXON
-40.7%
+184.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.8% | -10.7% | -9.0% |
| 7D | -24.6% | +0.2% | -24.8% | -24.6% |
| 30D | -32.5% | +3.0% | -35.5% | -32.7% |
| 3M | -20.2% | -30.1% | +9.9% | -17.6% |
| 6M | +76.5% | +7.7% | +68.7% | +75.0% |
| YTD | +198.9% | -25.3% | +224.2% | +199.4% |
| 1Y | +143.3% | -39.9% | +183.3% | +164.0% |
| All | +143.3% | -40.7% | +184.0% | +164.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling