+754.5%
EQT vs AXON
+99,328.9%
-98,574.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.1% |
| 7D | -0.8% | -2.5% | +1.6% | -0.6% |
| 30D | +6.6% | -11.5% | +18.1% | +8.0% |
| 3M | +4.4% | +7.3% | -2.9% | +2.4% |
| 6M | -10.5% | -11.9% | +1.4% | -10.6% |
| YTD | +3.7% | -11.0% | +14.7% | +2.9% |
| 1Y | +9.9% | -31.8% | +41.6% | +12.1% |
| 3Y | +35.4% | +135.4% | -100.0% | +15.7% |
| 5Y | +189.2% | +176.9% | +12.3% | +136.7% |
| 10Y | +50.7% | +1,854.5% | -1,803.8% | -8.6% |
| All | +754.5% | +99,328.9% | -98,574.4% | +293.1% |
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