+4,681.2%
DELL vs AXON
+1,657.6%
+3,023.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +2.4% |
| 7D | +14.9% | -14.2% | +29.0% | +18.5% |
| 30D | +13.3% | -15.4% | +28.7% | +16.5% |
| 3M | +24.4% | +0.5% | +23.9% | +22.6% |
| 6M | +258.0% | -9.5% | +267.5% | +256.9% |
| YTD | +320.2% | -9.2% | +329.4% | +314.5% |
| 1Y | +319.1% | -29.4% | +348.4% | +335.6% |
| 3Y | +706.5% | +139.4% | +567.1% | +518.4% |
| 5Y | +1,071.9% | +178.9% | +893.0% | +730.8% |
| 10Y | +4,683.5% | +1,840.8% | +2,842.7% | +2,173.2% |
| All | +4,681.2% | +1,657.6% | +3,023.7% | +2,190.8% |
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