+298.2%
GIS vs AXON
+101,343.3%
-101,045.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.2% | +1.7% | -2.3% |
| 7D | -7.8% | -14.2% | +6.3% | -7.4% |
| 30D | +6.6% | -15.4% | +22.0% | +7.0% |
| 3M | +21.0% | +0.5% | +20.5% | +20.7% |
| 6M | -9.1% | -9.5% | +0.4% | -9.1% |
| YTD | -13.6% | -9.2% | -4.4% | -13.7% |
| 1Y | -18.0% | -29.4% | +11.4% | -17.6% |
| 3Y | -33.7% | +139.4% | -173.1% | -36.6% |
| 5Y | -19.4% | +178.9% | -198.3% | -24.0% |
| 10Y | -21.3% | +1,840.8% | -1,862.0% | -32.6% |
| All | +298.2% | +101,343.3% | -101,045.1% | +197.9% |
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