+35.0%
EQT vs AXON
+128.5%
-93.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.7% |
| 7D | -2.0% | -3.3% | +1.3% | -1.8% |
| 30D | +1.0% | -17.8% | +18.8% | +2.3% |
| 3M | +4.0% | +8.3% | -4.3% | +2.5% |
| 6M | -11.7% | -12.4% | +0.7% | -11.2% |
| YTD | +2.8% | -13.7% | +16.5% | +3.0% |
| 1Y | +10.0% | -33.1% | +43.1% | +13.4% |
| All | +35.0% | +128.5% | -93.5% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling