+36.3%
DIS vs AXON
+1,048.6%
-1,012.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +4.4% | -27.4% | +31.8% | +9.1% |
| 30D | +10.3% | -28.5% | +38.8% | +15.5% |
| 3M | +15.5% | -49.3% | +64.8% | +26.9% |
| 6M | +11.2% | -25.0% | +36.2% | +13.5% |
| YTD | +5.6% | -46.7% | +52.3% | +12.5% |
| 1Y | +7.7% | -48.3% | +56.0% | +15.3% |
| 3Y | +39.3% | +38.8% | +0.5% | +19.7% |
| 5Y | -29.5% | +77.7% | -107.2% | -44.6% |
| 10Y | +36.3% | +1,028.0% | -991.8% | -17.5% |
| All | +36.3% | +1,048.6% | -1,012.3% | -17.5% |
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 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