+240.9%
DIA vs AXON
+1,278.1%
-1,037.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.1% | +5.3% | +2.6% |
| 7D | +0.8% | -28.7% | +29.5% | +5.0% |
| 30D | +1.4% | -28.3% | +29.7% | +5.5% |
| 3M | -2.7% | -46.9% | +44.2% | +4.9% |
| 6M | +6.2% | -24.9% | +31.1% | +8.4% |
| YTD | +10.1% | -46.6% | +56.7% | +16.5% |
| 1Y | +13.0% | -49.7% | +62.7% | +20.5% |
| 3Y | +61.9% | +40.6% | +21.3% | +42.9% |
| 5Y | +57.1% | +71.9% | -14.8% | +30.1% |
| 10Y | +240.9% | +1,180.9% | -940.0% | +118.4% |
| All | +240.9% | +1,278.1% | -1,037.2% | +118.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling