+697.3%
DELL vs AXON
+141.6%
+555.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +2.2% |
| 7D | +14.9% | -14.2% | +29.0% | +18.0% |
| 30D | +13.3% | -15.4% | +28.7% | +16.0% |
| 3M | +24.4% | +0.5% | +23.9% | +22.8% |
| 6M | +258.0% | -9.5% | +267.5% | +259.1% |
| YTD | +320.2% | -9.2% | +329.4% | +317.1% |
| 1Y | +319.1% | -29.4% | +348.4% | +339.3% |
| All | +697.3% | +141.6% | +555.7% | +527.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling