+145.3%
DELL vs AXON
-50.4%
+195.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -3.1% | +8.5% | +5.7% |
| 7D | -11.8% | -28.7% | +16.9% | -8.5% |
| 30D | -40.8% | -28.3% | -12.5% | -38.6% |
| 3M | -23.6% | -46.9% | +23.3% | -18.8% |
| 6M | +33.4% | -24.9% | +58.2% | +38.3% |
| YTD | +178.0% | -46.6% | +224.6% | +185.8% |
| All | +145.3% | -50.4% | +195.7% | +172.1% |
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