+195.6%
EQT vs AXON
+166.0%
+29.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +0.8% |
| 7D | -1.2% | -11.0% | +9.9% | -0.1% |
| 30D | +1.1% | -24.7% | +25.8% | +3.8% |
| 3M | +4.8% | +7.0% | -2.2% | +3.0% |
| 6M | -10.6% | -9.6% | -0.9% | -10.7% |
| YTD | +3.4% | -15.7% | +19.1% | +3.6% |
| 1Y | +8.7% | -35.9% | +44.6% | +12.5% |
| 3Y | +35.0% | +123.0% | -88.1% | +13.2% |
| All | +195.6% | +166.0% | +29.5% | +121.2% |
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