+552.2%
DELL vs AXON
+71.5%
+480.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -18.2% | +21.8% | +7.2% |
| 7D | -22.6% | -26.8% | +4.3% | -18.0% |
| 30D | -43.2% | -22.9% | -20.3% | -40.4% |
| 3M | -24.8% | -40.1% | +15.3% | -18.0% |
| 6M | +38.0% | -18.9% | +56.9% | +40.0% |
| YTD | +163.7% | -44.9% | +208.6% | +185.4% |
| 1Y | +122.5% | -46.7% | +169.2% | +142.8% |
| 3Y | +377.0% | +44.3% | +332.6% | +300.5% |
| All | +552.2% | +71.5% | +480.7% | +365.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling