+70.3%
HCA vs AXON
+167.8%
-97.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.1% | +8.0% | +5.2% |
| 7D | +4.9% | -3.3% | +8.3% | +5.2% |
| 30D | +1.9% | -17.8% | +19.7% | +3.3% |
| 3M | +12.7% | +8.3% | +4.5% | +11.7% |
| 6M | -22.3% | -12.4% | -10.0% | -22.0% |
| YTD | -9.3% | -13.7% | +4.4% | -9.0% |
| 1Y | +2.7% | -33.1% | +35.8% | +5.2% |
| 3Y | +57.8% | +128.2% | -70.4% | +30.5% |
| 5Y | +70.3% | +170.5% | -100.2% | +23.4% |
| All | +70.3% | +167.8% | -97.4% | +23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling