+346.9%
DELL vs AXON
-33.3%
+380.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.3% | +0.6% |
| 7D | +8.7% | -3.3% | +12.1% | +9.1% |
| 30D | +16.9% | -17.8% | +34.7% | +19.2% |
| 3M | +40.4% | +8.3% | +32.1% | +38.1% |
| 6M | +267.1% | -12.4% | +279.4% | +271.4% |
| YTD | +329.1% | -13.7% | +342.8% | +329.2% |
| 1Y | +346.9% | -33.1% | +380.0% | +375.7% |
| All | +346.9% | -33.3% | +380.2% | +375.7% |
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