+50.4%
HCA vs AXON
+134.7%
-84.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.2% | -0.7% |
| 7D | -2.8% | -2.5% | -0.3% | -2.7% |
| 30D | -2.7% | -11.5% | +8.7% | -2.4% |
| 3M | +11.5% | +7.3% | +4.2% | +11.4% |
| 6M | -24.3% | -11.9% | -12.3% | -24.1% |
| YTD | -13.6% | -11.0% | -2.6% | -13.2% |
| 1Y | -3.2% | -31.8% | +28.6% | -2.4% |
| 3Y | +50.4% | +135.4% | -85.0% | +29.6% |
| All | +50.4% | +134.7% | -84.3% | +29.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling