+8.3%
DIS vs AXON
-40.7%
+49.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.4% | +4.0% |
| 7D | +9.1% | +0.2% | +8.8% | +9.1% |
| 30D | +14.8% | +3.0% | +11.8% | +14.5% |
| 3M | +21.2% | -30.1% | +51.3% | +23.5% |
| 6M | +18.3% | +7.7% | +10.6% | +15.6% |
| YTD | +5.4% | -25.3% | +30.7% | +5.2% |
| 1Y | +8.3% | -39.9% | +48.2% | +9.5% |
| All | +8.3% | -40.7% | +49.0% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling