+308.8%
EWY vs AXON
+1,811.1%
-1,502.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.5% | +0.9% |
| 7D | +6.7% | -3.3% | +10.0% | +7.1% |
| 30D | +17.0% | -17.8% | +34.8% | +19.9% |
| 3M | +3.7% | +8.3% | -4.6% | +1.3% |
| 6M | +42.5% | -12.4% | +54.8% | +42.9% |
| YTD | +96.2% | -13.7% | +110.0% | +96.0% |
| 1Y | +160.4% | -33.1% | +193.4% | +169.2% |
| 3Y | +231.7% | +128.2% | +103.5% | +172.0% |
| 5Y | +153.3% | +170.5% | -17.2% | +95.0% |
| 10Y | +308.8% | +1,846.0% | -1,537.2% | +149.7% |
| All | +308.8% | +1,811.1% | -1,502.2% | +149.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling