+3,922.7%
DELL vs AXON
+1,813.9%
+2,108.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.3% | -3.1% | -4.9% |
| 7D | -1.9% | -11.0% | +9.1% | +0.5% |
| 30D | +14.9% | -24.7% | +39.6% | +21.4% |
| 3M | +37.2% | +7.0% | +30.2% | +33.4% |
| 6M | +254.0% | -9.6% | +263.6% | +252.7% |
| YTD | +306.1% | -15.7% | +321.8% | +306.8% |
| 1Y | +312.3% | -35.9% | +348.2% | +337.6% |
| 3Y | +654.0% | +123.0% | +531.0% | +485.6% |
| 5Y | +1,055.3% | +166.3% | +889.0% | +724.6% |
| All | +3,922.7% | +1,813.9% | +2,108.8% | +1,810.2% |
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