+237.1%
DIA vs AXON
+1,109.0%
-871.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.3% | -3.7% | 0.0% |
| 7D | -1.6% | -25.6% | +24.0% | +1.9% |
| 30D | +1.3% | -23.9% | +25.2% | +4.6% |
| 3M | -2.1% | -50.4% | +48.4% | +6.6% |
| 6M | +6.2% | -20.0% | +26.2% | +7.5% |
| YTD | +10.3% | -44.5% | +54.8% | +16.1% |
| 1Y | +11.0% | -44.9% | +55.9% | +16.9% |
| 3Y | +60.4% | +44.7% | +15.6% | +41.0% |
| 5Y | +59.1% | +86.7% | -27.6% | +30.1% |
| 10Y | +237.1% | +1,060.5% | -823.4% | +114.7% |
| All | +237.1% | +1,109.0% | -871.9% | +114.7% |
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