-19.2%
GIS vs AXON
+1,027.4%
-1,046.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.6% | -2.0% |
| 7D | -8.1% | -19.7% | +11.7% | -7.8% |
| 30D | +5.3% | -25.7% | +31.0% | +5.7% |
| 3M | -10.5% | -48.8% | +38.3% | -9.9% |
| 6M | +1.8% | -22.0% | +23.8% | +2.2% |
| YTD | -22.9% | -45.9% | +23.0% | -22.5% |
| 1Y | -22.9% | -46.1% | +23.1% | -22.5% |
| 3Y | -40.5% | +40.9% | -81.4% | -41.6% |
| 5Y | -34.9% | +80.2% | -115.1% | -36.7% |
| All | -19.2% | +1,027.4% | -1,046.6% | -25.6% |
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