+5.7%
DIS vs AXON
-45.9%
+51.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.3% | -3.9% | +0.1% |
| 7D | +0.6% | -25.6% | +26.2% | +2.6% |
| 30D | +10.3% | -23.9% | +34.2% | +12.3% |
| 3M | +15.6% | -50.4% | +66.0% | +20.9% |
| 6M | +15.1% | -20.0% | +35.1% | +14.6% |
| YTD | +6.0% | -44.5% | +50.4% | +7.8% |
| 1Y | +5.7% | -44.9% | +50.6% | +7.5% |
| All | +5.7% | -45.9% | +51.6% | +7.5% |
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