-31.2%
DIS vs AXON
+105.6%
-136.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.8% | +8.4% | -0.1% |
| 7D | +5.7% | -12.7% | +18.4% | +7.6% |
| 30D | +12.7% | -8.6% | +21.3% | +13.9% |
| 3M | +15.2% | -37.2% | +52.4% | +21.6% |
| 6M | +17.6% | +0.5% | +17.0% | +14.9% |
| YTD | +3.8% | -32.6% | +36.5% | +6.8% |
| 1Y | +6.8% | -40.2% | +47.0% | +11.8% |
| 3Y | +42.1% | +76.1% | -34.0% | +13.9% |
| 5Y | -31.2% | +109.5% | -140.6% | -54.5% |
| All | -31.2% | +105.6% | -136.7% | -54.5% |
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 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