-5.2%
EXC vs AXTX
-75.8%
+70.6%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +18.9% | -20.0% | -0.8% |
| 7D | +0.3% | +8.1% | -7.8% | +0.4% |
| 30D | -3.7% | -34.6% | +30.8% | -3.5% |
| 3M | -1.3% | -84.7% | +83.4% | -0.8% |
| All | -5.2% | -75.8% | +70.6% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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 · Available span rolling