+2,655.3%
DELL vs AXON
+1,278.1%
+1,377.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -3.1% | +8.5% | +6.1% |
| 7D | -11.8% | -28.7% | +16.9% | -5.8% |
| 30D | -40.8% | -28.3% | -12.5% | -36.8% |
| 3M | -23.6% | -46.9% | +23.3% | -13.9% |
| 6M | +33.4% | -24.9% | +58.2% | +38.3% |
| YTD | +178.0% | -46.6% | +224.6% | +204.0% |
| 1Y | +138.6% | -49.7% | +188.2% | +164.5% |
| 3Y | +400.9% | +40.6% | +360.3% | +323.3% |
| 5Y | +580.7% | +71.9% | +508.9% | +424.8% |
| 10Y | +2,655.3% | +1,180.9% | +1,474.4% | +1,278.4% |
| All | +2,655.3% | +1,278.1% | +1,377.2% | +1,278.4% |
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 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