-4.9%
EQT vs AXON
-40.7%
+35.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.8% | -5.0% | -3.1% |
| 7D | -6.6% | +0.2% | -6.8% | -6.6% |
| 30D | +2.7% | +3.0% | -0.3% | +2.9% |
| 3M | -0.2% | -30.1% | +30.0% | -0.9% |
| 6M | -10.6% | +7.7% | -18.3% | -9.9% |
| YTD | -1.2% | -25.3% | +24.2% | -3.6% |
| 1Y | -4.9% | -39.9% | +35.1% | -3.8% |
| All | -4.9% | -40.7% | +35.9% | -3.8% |
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