+383.3%
DIS vs AXON
+101,343.3%
-100,960.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.2% | +2.5% | -1.2% |
| 7D | -2.6% | -14.2% | +11.6% | -0.8% |
| 30D | +3.5% | -15.4% | +18.9% | +5.1% |
| 3M | +6.8% | +0.5% | +6.3% | +5.8% |
| 6M | +3.0% | -9.5% | +12.5% | +2.7% |
| YTD | -6.7% | -9.2% | +2.5% | -7.5% |
| 1Y | -10.1% | -29.4% | +19.3% | -8.3% |
| 3Y | +33.0% | +139.4% | -106.4% | +13.5% |
| 5Y | -40.0% | +178.9% | -218.9% | -50.9% |
| 10Y | +21.1% | +1,840.8% | -1,819.7% | -25.1% |
| All | +383.3% | +101,343.3% | -100,960.1% | +102.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling