+269.7%
GIS vs AXON
+59,542.0%
-59,272.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.4% | -1.7% |
| 7D | +0.4% | -28.7% | +29.1% | +1.4% |
| 30D | +10.1% | -28.3% | +38.4% | +11.1% |
| 3M | -3.7% | -46.9% | +43.3% | -1.9% |
| 6M | +4.3% | -24.9% | +29.1% | +4.9% |
| YTD | -19.8% | -46.6% | +26.8% | -18.7% |
| 1Y | -20.5% | -49.7% | +29.2% | -19.2% |
| 3Y | -38.3% | +40.6% | -78.9% | -40.1% |
| 5Y | -32.2% | +71.9% | -104.0% | -35.1% |
| 10Y | -18.0% | +1,180.9% | -1,198.8% | -28.9% |
| All | +269.7% | +59,542.0% | -59,272.3% | +180.8% |
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