+1,122.0%
DELL vs AXON
+177.9%
+944.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.0% | +3.8% | +2.2% |
| 7D | +25.6% | -2.5% | +28.1% | +26.1% |
| 30D | +17.7% | -11.5% | +29.1% | +19.9% |
| 3M | +33.4% | +7.3% | +26.1% | +29.8% |
| 6M | +266.2% | -11.9% | +278.2% | +268.1% |
| YTD | +328.0% | -11.0% | +339.0% | +324.9% |
| 1Y | +339.6% | -31.8% | +371.3% | +362.1% |
| 3Y | +694.6% | +135.4% | +559.2% | +512.3% |
| 5Y | +1,122.0% | +176.9% | +945.1% | +725.0% |
| All | +1,122.0% | +177.9% | +944.1% | +725.0% |
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