+2,954.5%
DELL vs AXON
+931.2%
+2,023.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.4% |
| 7D | -18.1% | -27.4% | +9.2% | -12.9% |
| 30D | -42.9% | -28.5% | -14.4% | -39.1% |
| 3M | -26.9% | -49.3% | +22.4% | -17.0% |
| 6M | +28.8% | -25.0% | +53.8% | +33.6% |
| YTD | +168.4% | -46.7% | +215.2% | +193.2% |
| 1Y | +136.8% | -48.3% | +185.1% | +160.4% |
| 3Y | +375.3% | +38.8% | +336.5% | +305.2% |
| 5Y | +551.0% | +77.7% | +473.3% | +402.9% |
| 10Y | +2,566.3% | +1,028.0% | +1,538.3% | +1,295.9% |
| All | +2,954.5% | +931.2% | +2,023.3% | +1,520.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling