+377.0%
DELL vs AXON
+42.7%
+334.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -18.2% | +21.8% | +6.8% |
| 7D | -22.6% | -26.8% | +4.3% | -18.4% |
| 30D | -43.2% | -22.9% | -20.3% | -40.7% |
| 3M | -24.8% | -40.1% | +15.3% | -18.8% |
| 6M | +38.0% | -18.9% | +56.9% | +39.9% |
| YTD | +163.7% | -44.9% | +208.6% | +184.0% |
| 1Y | +122.5% | -46.7% | +169.2% | +141.5% |
| 3Y | +377.0% | +44.3% | +332.6% | +330.9% |
| All | +377.0% | +42.7% | +334.3% | +330.9% |
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