+34.2%
DIS vs AXON
+1,304.2%
-1,270.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -18.2% | +17.8% | +2.3% |
| 7D | +5.2% | -26.8% | +32.1% | +9.8% |
| 30D | +11.5% | -22.9% | +34.4% | +15.4% |
| 3M | +11.5% | -40.1% | +51.6% | +19.3% |
| 6M | +8.9% | -18.9% | +27.8% | +9.6% |
| YTD | +3.4% | -44.9% | +48.3% | +9.6% |
| 1Y | +7.2% | -46.7% | +53.9% | +14.1% |
| 3Y | +43.3% | +44.3% | -1.0% | +22.5% |
| 5Y | -31.4% | +71.4% | -102.8% | -45.6% |
| All | +34.2% | +1,304.2% | -1,270.0% | -18.7% |
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