-41.1%
DIS vs AXON
+179.8%
-220.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.2% | +2.5% | -1.2% |
| 7D | -2.6% | -14.2% | +11.6% | -0.7% |
| 30D | +3.5% | -15.4% | +18.9% | +5.3% |
| 3M | +6.8% | +0.5% | +6.3% | +5.5% |
| 6M | +3.0% | -9.5% | +12.5% | +2.6% |
| YTD | -6.7% | -9.2% | +2.5% | -7.6% |
| 1Y | -10.1% | -29.4% | +19.3% | -7.8% |
| 3Y | +33.0% | +139.4% | -106.4% | +3.0% |
| All | -41.1% | +179.8% | -220.9% | -61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling