+211.8%
GLD vs AXON
+1,109.0%
-897.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.3% | -5.4% | -1.2% |
| 7D | -2.0% | -25.6% | +23.7% | -1.8% |
| 30D | -4.4% | -23.9% | +19.4% | -4.3% |
| 3M | -8.9% | -50.4% | +41.5% | -8.6% |
| 6M | -16.0% | -20.0% | +4.0% | -15.8% |
| YTD | -7.9% | -44.5% | +36.6% | -7.7% |
| 1Y | -3.9% | -44.9% | +41.0% | -3.7% |
| 3Y | +103.4% | +44.7% | +58.7% | +103.3% |
| 5Y | +109.7% | +86.7% | +23.0% | +109.5% |
| 10Y | +211.8% | +1,060.5% | -848.6% | +217.7% |
| All | +211.8% | +1,109.0% | -897.1% | +217.7% |
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