+9.0%
HCA vs AXON
-40.7%
+49.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +1.8% | +8.5% | +10.2% |
| 7D | +10.2% | +0.2% | +10.0% | +10.2% |
| 30D | +17.4% | +3.0% | +14.4% | +17.2% |
| 3M | +27.7% | -30.1% | +57.8% | +29.4% |
| 6M | +20.0% | +7.7% | +12.3% | +20.6% |
| YTD | +10.0% | -25.3% | +35.3% | +15.2% |
| 1Y | +9.0% | -39.9% | +48.9% | +17.1% |
| All | +9.0% | -40.7% | +49.7% | +17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling